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.
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
Preparation
Our firm offers professional preparation of all federal,
state, and local tax returns at competitive, affordable
rates.
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.
Payroll
Services
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state returns
and offer full magnetic media and electronic filing
capabilities.
Investment
Review
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including
stocks, bonds, REITs, and limited partnerships. We will also
determine an optimal asset allocation for you by taking your
unique personal and financial goals and resources into
account.
Fraud
Prevention & Protection
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 and 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.
Bankruptcies
Bankruptcy is one of the most frightening words to hear when
you are running a business. However, Our firm will help you
through the entire ordeal while guiding you the maze of
financial and tax implications that arise. We will also
consult with you regarding the benefits of reorganization or
the possible necessity of dissolution.
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.
Attest
Services
Our Firm offers both limited and full scope attest services.
We will gladly work with your bank or other financing
institution to determine whether a limited review or full
scope audit is necessary. We pledge to deliver cost-efficient
attest services in accordance with your mandatory reporting
deadlines.
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 businesss full profit potential.
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.
Accounting
Services
Our Firm offers a complete range of accounting services,
including receivables, payables, and payroll management. 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.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables
tracking and analysis.
Tax
Services
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary in
order to minimize your total tax burden. Our firm also
prepares all federal, state and local tax returns for
individuals and businesses.
Consulting
Services
Our company offers a wide range of consulting services to
help you improve business operations, boost efficiency, and
increase the bottom line.
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.
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.
Estate,
Gift, and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
