Client Services

  • Accounting Services & Bookkeeping

  • Bookkeeping/Write-Up

  • Cash Flow & Budgeting Analysis

  • Compilations

  • Financial Forecasts & Projections

  • Financial Statements

  • Forensic Accounting

  • Tax Services

  • Estate & Trust Tax Preparation

  • IRS Representation

  • Non-Profit Tax Return Preparation

  • On-Site Quickbooks Setup, Training and Support

  • Payroll Services

  • Project/Job Costing

  • Sales Tax Services

  • SBA and Bank Loan Proposals

  • Tax Planning

  • Tax Planning & Preparation

  • Tax Preparation

  • Consulting Services

  • Business Entity Selection

  • Business Succession Planning

  • Business Valuations

  • Buying & Selling a Business

  • Financial Planning

  • Fraud Prevention & Detection

  • Investment Review

  • Management Advisory Services

  • Pension & Profit Sharing Plans

  • Retirement Planning

  • Other Services

  • Asset Protection

  • Certified QuickBooks Pro Advisor ®

  • Employee Benefit Plans

  • Expert Witness Services

  • Litigation Support

  • Mergers & Acquisitions

  • Notary Public

Accounting Services

Accounting Services & Bookkeeping

Providing financial information to our clients in a timely and accurate manner is a commitment that cannot 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

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still have cash flow difficulties. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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. 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.

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.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management to use in making financial decisions.

Forensic Accounting

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

Tax Services

Tax Services

We prefer to take a proactive vs. 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

  • Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & 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 and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides 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. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

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

Non-Profit Tax Return Preparation

We have a wide variety of experience with non-profit organizations, including churches and private schools.

On-Site Quickbooks Setup, Training and Support

Our on-site Quickbooks training will provide a working tutorial at your location. This training not only sets up or fine tunes your personalized company file, but also will show how Quickbooks can best be utilitized based on your company's specific accounting and bookkeeping needs.

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.

Project/Job Costing

Understanding Work In Process and calculating it can be challenging. Our office has over 25 years of experience in construction and job costing. We can help set up your existing bookkeeping to provide more accurate job costing as well as customize our payroll services to accurately cost employee costs by job.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different locales. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

SBA and Bank Loan Proposals

The key to every SBA and bank loan proposal is accurate and clean financial statements. Let our office assist to ensure that your company's financial statements are prepared to the highest standards.

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 most current developments in the tax laws to minimize both your current and future tax liabilities.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Consulting Services

Consulting Services

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 is 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

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. 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.

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. 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

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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 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.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

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

Other Services

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Mergers & acquisitions

*Asset protection

*Investment review

*Bankruptcies

*Litigation support

*Cash flow forecasting

*Employee benefit plans

*Expert witness services

*Internet commerce

Asset Protection

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 an asset protection plan that may include family limited partnerships, or offshore trusts.

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor. We can assist you in QuickBooks Setup, Training, and Reporting.

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.

Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Notary Public

Bring us your important documents to notarize.