Tax Services
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, our experience and access to the most current new developments in tax laws can help minimize both your current and future tax liabilities.
Tax Preparation
Our investment in cutting edge computerized tax preparation and research software lets us accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
IRS Representation
During our years of experience dealing with many taxing authorities, we’ve achieved a level of competence that ensure our clients are being properly represented before the various federal and state tax agencies.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in a variety of different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an accurate, efficient and timely manner.
Accounting Services
Bookkeeping/Write-Up
Meaningful, well-organized financial records help you keep your business operations running more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff helps you with day-to-day tasks associated with bookkeeping.
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 with the highest level of assurance.
- Review - some analytical procedures conducted with limited assurance.
- Compilation - based on information provided by the client and used primarily for internal use.
Consulting Services
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 help you evaluate 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.
Estate Planning
Estate planning simplifies the 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 guide you through the complex process of getting your financial affairs in order.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and into your retirement years.
Business Consulting
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.
Other Services
Certified Quickbooks Pro Advisor
We are a proud and active member of the QuickBooks ProAdvisor Program, which are QuickBooks Certified professionals. Certification is a result of hands-on experience, course study completion and successfully passing of the Certification exam. We use this status to help you in QuickBooks Setup, Training, and Reporting.
Miscellaneous
Estate & Trust Tax Preparation
Estates and Trusts require specialized tax reporting. We will prepare your returns in accordance with regulating authorities.