Our Firm offers a complete range of accounting services, taking a business from infancy and handling it to maturity and beyond. 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.
Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively.
Tax Preparation and Planning
Our firm offers professional preparation of all federal, state, and local tax returns for individuals, businesses and other entities. Moreover, we seek to "tax plan" for our clients, which is the culmination of aligning financial goals with tax efficiency planning. While tax planning encompasses many different aspects including the timing of both income and purchases and other expenditures as well as the selection of investments and types of retirement plans and election of filing status and common deductions, we keep an open mind to other facets that may have implications to our clientele.
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.
Business bill-paying and cash management reporting
We offer bill-paying and cash balance management services to clients who are best served by approving bills to be paid and invoices to be sent, but letting our firm do the actual banking. This involves periodic reporting so that the client always knows where they stand.
Having a Certified College Planning Specialist, our firm provides go-to guidance on the calculation and explanation of key college metrics including EFC (expected family contribution) & COA (cost of attendance); maximization of need-based financial aid opportunities; review and recommendation of savings strategies; FAFSA/CSS Profile planning; college tax credit and tuition deduction utilization; coordination of usage of parent vs child tax rates; coordination of investment contributions/withdrawals; job opportunities/pitfalls of college students on financial aid; exploration/evaluation of available borrowing opportunities/pitfalls and estate planning considerations for parents/grandparents.
Benefit Plan Services
Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
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.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
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.
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.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Compilation, Review, and Audit Services
Our frm offers both limited and full scope attest (compilation, review, and audit services) services. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines. We can quickly compile your financial records into meaningful GAAP-compliant (or OCBOA) financial statements, and work with your bank or other creditors to determine the nature of the engagement that will best serve your needs.
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.
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
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.
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.