If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly study your personal situation, and will tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. It is crucial to choose the right solution that will meet the needs of your business while also providing a necessary level of security.
We can analyze the nature of your business and financial transactions, current technology, future plans, and emerging needs to identify and implement a software solution that is flexible for you.
To outweigh the cost of maintaining your own accounting records, we can provide comprehensive bookkeeping and write-up services. This helps to ensure the smooth operation of the financial side of your business. As your business needs change, we can provide input and assistance to ensure that your accounting and financial systems keep pace with your business needs.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The form of business entity (LLP, LLC, sole proprietorship, partnership, corporation, etc.) that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. Later, as your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, more complex and potentially business-altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including: valuing the business, vetting potential buyers, developing negotiation and financing strategies, and supporting due diligence.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
When a business can undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statement Preparation
The financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other parties. We will work closely with your key staff to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we have years of experience in dealing with tax matters and IRS audit procedures. This will ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
Management Advisory Services focus on improving the efficiency and effectiveness of your business operations. We can provide support in business planning, mergers, acquisitions, and other support.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our professionals are well-versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees, while keeping payroll running smoothly no matter how the company size.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing one to offer to your employees, we can help you evaluate the possible options. We can help you make the choice that is appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities look to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner. We can also perform “Reverse Audits” (especially for manufacturers) to ensure you aren’t paying too much sales tax, and claim any possible refunds.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you manage both your personal and your business tax issues, including potential opportunities. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest tax legislation and other developments affect you and your business. Also, we are constantly identifying new ways to reduce federal, state or local tax liabilities.