We provide a wide range of services to individuals
and businesses in a variety of industries. We strive to meet each client’s specific needs in planning
for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
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Tax Management Services |
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Accounting Services |
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Assurance and Advisory Services |
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Financial and Retirement Planning |
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Estate and Trust Planning and Tax Preparation |
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Bookkeeping/Write-up |
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IRS Representation |
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Entity Selection and Restructuring |
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Employee Benefits, Pension, and Profit-Sharing Plans |
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Tax Management Services |
| We guide our clients through a full
range of tax planning and preparation decisions with strategies that minimize your tax
liabilities. Our expertise, experience, analysis and thorough research allow us to optimize
financial opportunities to be found in existing as well as recently altered tax laws. |
| Request information about Tax Management Services |
Accounting Services |
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Our accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- Financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Cash flow budgeting and forecasting
- Personal
financial statements
- Corporate tax planning and
return preparation
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| Request information about Accounting Services |
Assurance and Advisory Services |
We focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are
not limited to:
- Entity selection and restructuring
- Debt and finances advising
- Transaction structuring and negotiations
- Business succession
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| Request information about Assurance and Advisory Services |
Financial and Retirement Planning |
| Our goal is to help you reach your financial
goals and maintain financial independence through a comfortable retirement. We focus on a team approach and will work work you and your financial planner to provide assistance with the tough decision-making processes such as asset allocation, investment performance monitoring,
college education funding, retirement plans,insurance, and tax, estate, and business succession planning.
We can advise your financial planner to ensure that
your portfolio will take into account tax implications for an advantageous after-tax return. |
| Request information about Financial and Retirement Planning |
Estate and Trust Planning and Tax Preparation |
| Effective estate and trust planning can ensure
financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. We can help you to understand the basics of estate planning and can assist you in establishing a relationship with an estate and trust attorney to design and implement an actual plan. We can also assist you with the preparation of annual trust tax returns, as needed. |
| Request information about Estate and Trust Planning and Tax Preparation |
Bookkeeping/Write-up |
| Accurate record-keeping is essential to a successful
business yet can also be complicated and time consuming. We can help you with the organization and
day-to-day tasks of bookkeeping so that you can focus on your core business. |
| Request information about Bookkeeping/Write-up |
IRS Representation |
| Professional representation can be vital during an audit,
and our experience with tax authorities enables us to guide clients in their dealings with federal
and state agencies. |
| Request information about IRS Representation |
Entity Selection and Restructuring |
| Your business entity has a large impact on your taxes
and other liabilities. From your company’s inception through its growth and development, we can advise
you on choosing an entity type and later restructuring if advantageous. |
| Request information about Entity Selection and Restructuring |
Employee Benefits, Pension, and Profit-Sharing Plans |
| Choosing and administering benefit plans for your employees
is often a complex process. We can help you analyze the best type of plan to fit your needs. |
| Request information about Employee Benefits, Pension, and Profit-Sharing Plans |
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