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Services
Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
Accounting Services
Our Firm offers a complete range of monthly, quarterly and yearly accounting services, including periodic visits to review and discuss operating results and business and tax strategies. Other accounting services include preparation of yearly budgets and cash projections for management, preparation of financial packages for obtaining bank loans and ongoing operating, accounting and financial advice. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business' full profit potential. We also have a sophisticated in-house computer network which is available to maintain our client's customized financial reports.
Financial Forecast and Projections
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.
Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Tax Services
Tax planning is one of the most crucial aspects of building and maintaining a strong financial base. In the closely held business it is essential to integrate business and family tax planning. Our expertise with both personal and business taxes allows us to do this for our clients. The tax partner and staff are always available to provide ongoing tax advice and solve immediate tax problems, as well as develop short and long-range tax strategies. In addition, we can assist our clients in dealing directly with the Internal Revenue Service and other taxing authorities to favorably settle tax issues.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Accounting Software Selection & Implementation
For the small business owner we can perform computer feasibility studies and advise on the appropriate software and assist with its installation.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
Business Valuations
Our firm provides cost-effective business valuation services, quickly and efficiently.
Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement systems to detect and deter fraudulent activity.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Debt & Financial Services
We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.
Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
Financial Planning
We assist our clients in developing a financial plan that fits their style of living which includes preparation of personal financial budgets and advice on savings plans. We do not sell any type of investments or insurance products.
Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Mergers & Acquisitions
Our firm is experienced in Mergers and Acquisitions consulting and can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.
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