Please feel free to inquire about a service if you do not see it listed. We often can help you with services even if it does not strictly fall under one of the categories below.  If it is not a service we provide, we will be more than happy to refer you to a qualified professional.

Accounting Services

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Accounting Services

Providing financial information and advice to our clients in a timely and accurate manner is a commitment that should not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost-effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

• Audit - an intensive examination that provices you with the highest level of assurance.
• Review - analytical procedures are performed that provide limited assurance.
• Compilation - based upon client information provided and used primarily for internal use as they provide no level of assurance.

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records and provide the highest level of assurance.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Consulting Services

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Business Entity Selection

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications that can be positive or negative. S-Corporations, sole proprietorships, limited liabilty companies, and all of the many other business forms are taxed differently, and we can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan for succession.

Business Valuations

Whether you are thinking of buying or selling a new business or even in the midst of a difficult divorce, the amount attached to the value of your business is important. There are many reasons to get a business valuation, and we can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Buying & Selling a Business

Properly structuring the purchase or sale of a business is a critical and often overlooked step in the buying or selling process. Our staff has experience to guide you through the acquisition or disposition process by addressing the variety of issues involved, such as cash flow analysis and tax considerations.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Estate Planning

Planning ahead for your estate is an important process that will help facilitate the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential, as is making the process for your beneficiaries as easy as possible. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Tax Services

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Tax Services

We prefer to take a proactive, rather than a reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation for:

            - Individuals

            - Corporations

            - Partnerships

            - LLCs/LLPs

            - Estates, trusts and gift

            - Not-for-profit organizations

• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business

Estate & Trust Tax Preparation

Effective estate, trust and gift tax planning can ensure the orderly transfer of assets to your beneficiaries, as well as provide security for your surviving spouse. Let us prepare your estate, trust or gift tax returns to reduce or eliminate the tax due on the transfer of your business and other assets and give you piece of mind.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of expertise that ensures our clients are being properly represented before the various federal and state tax agencies.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many businesses are responsible for collecting and submitting sales taxes in many different localities. This can be a difficult and complex process to to deal with on your own. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the newest and up-to-date developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software, coupled with our many years of tax preparation experience enable us to accurately and efficiently prepare returns for all types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We know that preparing tax returns can be a hassle so let us use our expertise to prepare yours to give you piece of mind and make your life easier.

Other Services

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Asset Protection

An asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with a protection plan that may include family limited partnerships, offshore trusts, or other assets.

Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

Litigation Support

Litigation support involves the quantification of, or "putting a number to" economic damages related to existing or pending litigation using various accounting and auditing techniques. We have experienced and qualified staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Miscellaneous

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Reviewed Financial Statements

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Reviews differ from compilations and audits as they have some analytical procedures conducted, but with limited assurance.

Compiled Financial Statements

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.