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What We Offer | Links | Forms | Important Dates | Tax Tips Our firm’s strongest asset is the experience, and diverse knowledge of services we can offer to both individuals and small to mid size businesses. We are confident that we will provide professional, personal, and beneficial service at a cost effective price. Tax Services & Preparation We provide a full range of tax planning and compliance services and will work with you closely to minimize your overall tax burden allowing you to plan for your tax liabilities. We support preparation of all local, state, and federal tax returns for, businesses, estates, gifts, individuals’ pensions, and non-profit organizations trusts. Gross Receipts Tax Services We can council you on gross receipts tax issues and complete the required reports for gross receipts tax, compensating tax, and state withholding tax. Compilation, Review, and Audit Services We provide compilation, review, and audit services to small and medium sized businesses. We will help you to determine what is right for your business needs and help you successfully meet your reporting requirements. Accounting Services We offer a full spectrum of accounting services. We will personalize our services to meet your business needs. Among other services, we prepare financial statements for use by banks and other third parties. Will also prepare custom financial reports for internal, and business use. Tax Planning Our firm rigorously monitors local, state, and federal tax law changes to allow our clients to minimize current and future tax liabilities. Cash Flow & Budgeting Analysis We provide cash flow and budgeting analysis to help you manage your business and achieve your financial objectives. IRS and State/Local Representation Our firm is versed in the tax laws, and understands how your tax return should be prepared. We offer representation on your behalf for the IRS as well as local and state tax authorities. Payroll Services Our firm offers complete payroll preparation including direct deposit payroll and payroll tax reporting services. We also prepare state and federal returns and electronic filing options. Estate Planning Our Firm will council you in creating and implementing a strategy to transfer your estate to desired beneficiaries in a way that fulfills your goals and objectives, while minimizing the effect of estate taxes. Retirement Planning It is never too early to start planning for your retirement. We will analyze your financial situation and suggest investment-funding strategies to help you make sure that your retirement years are relaxing and fulfilled. Debt & Financial Services We offer debt and financial counseling services, including: consolidation, refinancing, re-distributing existing liabilities, and analyzing lease purchase options. Management Advisory Services Our Firm's wide array of management advisory services including cost controls, employee benefit plan restructuring and much more. Business Acquisition and Disposition We advise both business sellers and buyers in all areas of tax consequences, values, and transaction structures related to Acquisition and Disposition. Consulting Services We offer a wide range of consulting services geared to improve your business operations, boost your efficiency, and increase revenue/profit. Business Succession Planning Feel confident that your business and family members will continue without you. We can advise on many strategies, which will provide you the assurance that your business will continue smoothly and that your heirs and business associates will be well protected. Bookkeeping/Write-Up We maintain full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, and bank statement reconciliation. Financial Statements Our firm prepares professional financial statements and specializes in customized financial analysis to help business owners and managers make better decisions as to the health and direction of the business. Financial Forecast and Projections Full financial and business forecasting services, including Performa projections for businesses and individuals. We will also develop alternative scenarios to help you plan for unexpected business or personal contingencies.
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