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Employee Benefit Plans |
| The accounting and tax issues
involved with employer-provided benefit plans can be
overwhelming. We can assist with the development, implementation
and administration of your employee benefit plan.
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Accounting Services |
| Providing financial
information to our clients in a timely and accurate manner is a
commitment that we feel can not be compromised. Meaningful,
well-organized financial records ensure that your business
operations will run more efficiently on a daily basis. Our firm
provides a full range of cost effective accounting services
including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business
Property)
*Personal financial statements
*Litigation support
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Bookkeeping/Write-Up |
| Meaningful, well-organized
financial records ensure that your business operations will run
more efficiently on a daily basis and are the foundation of a
successful business. Our qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
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Financial Statements |
| We can assist you in the
preparation of your financial statements in accordance with
professional standards, but express no opinion or any other form
of assurance on the underlying information included in them. The
financial statements produced can be a useful tool for
management for making financial decisions.
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Financial Forecasts & Projections |
| Forecasting is a necessity
when trying to effectively manage and lead a business to
profitability. From simple projections to complex financial
modeling, our experienced staff can assist you in achieving your
company's financial goals.
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| Cash
Flow & Budgeting Analysis |
| A business can be profitable
and still run into trouble due to cash flow issues. We can
forecast and evaluate your company's financial condition,
estimate financing requirements, and track cash-flow sources and
uses.
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| Tax
Services |
| We prefer to take a proactive
vs. reactive approach to tax services. By keeping current on new
tax laws and legislation, we are in a position to identify key
tax planning opportunities that minimize both your current and
future tax liabilities. We provide our individual and business
clients with the taxation expertise and knowledge that they
deserve throughout the year. Tax services offered include but
are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
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| Tax
Planning & Preparation |
| Tax planning and preparation
form a winning combination for our successful individual and
business clients. Whether you are an individual or a
multi-tiered partnership, our experienced staff can develop tax
strategies that take advantage of new tax laws and legislation.
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Tax Preparation |
| Our significant investment in
computerized tax preparation and research software enables us to
accurately and efficiently prepare returns for various types of
entities including individuals, corporations, partnerships,
trusts, estates, and not-for-profit organizations.
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IRS Representation |
| During our years of
experience dealing with many taxing authorities, we have
achieved a level of competence that can ensure our clients they
are being properly represented before the various federal and
state tax agencies.
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Payroll Services |
| As a business grows, it must
hire more employees, which can result in increased payroll
administration. We can assist you in implementing the controls
necessary to ensure a reliable, efficient, and effective payroll
system. Our firm can also help you develop a payroll system and
prepare all necessary payroll tax returns in a timely manner.
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Sales Tax Services |
| Many of our clients are
responsible for collecting and submitting sales taxes in many
different vicinities. We can assist your company in the
compilation of information and preparation of sales tax returns
in an efficient and timely manner.
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Consulting Services |
| 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. The following is just a few of
the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Computer systems
*Financial & retirement decisions
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Accounting Software Selection &
Implementation |
| With the number of
computerized accounting software packages available for small
businesses and individuals growing every day, selecting one that
is right for you has become increasingly difficult. As
accounting professionals, we are exposed to most programs
through trade journals and actual use. Our experienced staff can
help you choose and implement the system that best fits your
needs.
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Computer Consulting |
| Whether you are contemplating
the addition of new computer hardware or overhauling your
network, our experienced staff can assist you with many of the
difficult decisions that must be made when designing your
business' computer systems.
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Management Advisory
Services |
| Even the most qualified
managers can benefit from competent, objective feedback. We can
help your company's management team develop long-term objectives
and specific strategies to facilitate your business' future
growth and success.
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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.
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Pension & Profit Sharing
Plans |
| Qualified retirement plans
(e.g. defined-contribution or defined benefit plans, Keoghs,
SEPs…) can provide significant tax advantages for closely held
businesses and self-employed individuals. Our qualified staff
can assist you in evaluating the type of pension plan that will
best serve the retirement needs of you and your employees.
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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 can
assist you in evaluating the pros and cons of each entity type
to help you determine the most advantageous form of business for
your company.
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