If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
accounting | bookkeeping
If your business does not currently have accounting software or accounting personnel; or if your business is outgrowing its current accounting system and staff, we can provide comprehensive software setup services and full-service accounting and bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. Through the use of QuickBooks Online and our in-house Certified & Pro Advisor, we can provide remote assistance with transaction review, financial statement presentation, and reconciliation of your accounts.
A QuickBooks ProAdvisor is a professional trained and certified in setting up, maintaining and troubleshooting QuickBooks. A ProAdvisor must pass an extensive exam each year to remain current. This exam includes topics such as:
- Selecting the QuickBooks product for your business
- Setting up and customizing QuickBooks
- Understanding QuickBooks Data files
- Entering transactions
- Understanding Job Costing
- Understanding Payroll
- Making QuickBooks Reports work for you
- Year-end tasks and procedures
Ever wonder exactly how much your business is worth? By performing a business calculation, rooted on the historical performance of your business, we can approximate the value of your business investment. With that, we can start the discussion on its value, its marketability, and give you, as an owner, how much your hard work has paid off. The value of your business is crucial in estate planning, buy-sell agreements, adding/removing business partners, or starting your business succession plan.
As true business partners, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Whether its adopting a new retirement plan to maximize your retirement, implementing a new expense reimbursement plan, or selecting the right type of benefits to fit your business structure, getting help in your business strategies is sometimes more important than taxes. We have helped dozens of clients jump through the hoops of owning and managing a business. We come in with a CFO/CEO mindset to make sure that every aspect of your business is running efficiently and smoothly. Whether its managing your receivable or assistance in marketing, we can help you grow your business using the latest business strategies and resources.
buying | selling a business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
estate | trust tax
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Almost every legal hurdle you encounter has a tax consequence. Our litigation support services have assisted the legal industry in tax analysis on contract negotiations, buy/sell agreements, court rulings, tax efficient separation of marital properties, solvency calculations for bankruptcy estates and forensic accounting on fraud and embezzlement cases. We are an integral piece to your litigation puzzle, minimizing the tax consequences of legal battles and helping you recover more of your business or personal dollars.
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
One of the biggest reasons that businesses get into tax trouble and eventually fail, is a lack of understanding when it comes to payroll taxes. By consulting with us before you hire an employee, we can make sure that you understand the structure of payroll taxes, how they are paid and when they are due. This will enable that hiring someone to expand your business is a success. In addition to calculating your payroll tax obligations, we can prepare and file the necessary monthly, quarterly, and annual returns that cover withholding, payroll, and unemployment taxes.
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
tax planning | preparation
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.