We
provide a broad range of services to help clients secure a
sound financial future. In addition to the core services
listed below, we provide customized services to address our
clients in the manufacturing, service and not-for-profit
industries.
Our
services are comprehensive. Call for a free evaluation
of your tax, accounting and general business needs. Compare
the difference between what you're presently doing and what
we can do for you. These are some of the standard services
we provide.
Proactive Tax Planning
Tax Return Preparation
Compiled, Reviewed or Audited Financial Statements
Small
Business Accounting Services
Business Formation
Litigation Support
Business Valuations
IRS Audit
Representation
Personal Financial
Planning
Financial
Planning For Business Owners
Business Planning
Consulting Services
Organizational
Consulting
Banking Relationships
Information
Technology Services
Research Services
Emphasis is Offered in the Following Areas and Industries
Proactive Tax Planning:
The
best time to save money on your taxes is four to sixteen
months before they are due, and this requires expert
planning. We provide one-on-one pro-active tax counsel to
meet your unique personal and business needs. The typical
client benefits the most from expert tax advice in: Year-end
strategic planning to help minimize your tax liability;
Effective and timely structuring of your personal and
business transactions; Executive compensation planning;
Money-saving self-employment and payroll strategies;
Successful retirement and estate planning.
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services
Tax Return Preparation:
We
provide accurate on-time year-end tax returns utilizing
pro-active tax strategies described above.
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services
Compiled, Reviewed or Audited Financial Statements:
We can
provide in depth financial statements at the level of
assurance needed.
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the list of our services
Small Business
Accounting Services:
We
offer the full range of other accounting services to help
keep your business running smoothly. Our bookkeeping
services include Monthly Operating Statements, Bank
Reconciliations, Payroll, Audit Trails, Balance Sheet,
Financial Graphs and Budgets. We realize that most small
businesses can not afford a full-time accountant but still
need the expertise at times. We are there when you need us!
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services
Business Formation:
Including start-up, expansion and sale of a business. Many
important decisions and financial commitments are involved
in starting a new business or selling an old one. The tax
effects can be dramatic without careful consideration and
thoughtful planning.
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services
Litigation Support:
We
provide expert, objective analysis and assistance to clients
involved in commercial and civil litigation.
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the list of our services
Business Valuations:
When
your company is involved in a merger, business start-up,
acquisition or liquidation, it is important that your
accounting firm provide expert advice in properly
structuring the transition. We have extensive experience in
handling business transactions that can affect your
company's profitability. In addition, we act as independent
consultants, offering you objective assistance to establish
methods of business valuation and to perform due diligence.
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services
IRS Audit
Representation:
As a
valued client we will be available to you in dealing with
the IRS and other taxing authorities. We will represent you
and assist you in preparing for audits and appeals
conferences. We also provide expert counseling on technical
tax issues, penalty assessments and negotiations to resolve
payment of tax deficiencies.
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services
Personal Financial
Planning:
We
work with our clients in the areas of investment strategies,
tax planning, risk management and asset preservation to
maximize growth but limit tax consequences. We ask the
question "Where do you want to be financially"? And then
review their retirement, business, education and other needs
to be certain their goals are attainable.
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services
Financial
Planning For Business Owners:
As
personal financial planning advisors, we help business
owners make the right financial planning decisions by
analyzing their overall financial and tax situations,
helping them devise estate plans and plans for retirement,
and assisting them in risk management, insurance planning,
and developing investment philosophy, among other things.
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services
Business Planning:
Establishing short-term and long-term goals and
effective methods of achieving them is essential to
successful business management. Our Firm can assist you in
developing a comprehensive business plan that will help you
identify and achieve your goals.
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services
Consulting Services:
Our
most important goal is to assist you and your company in
increasing after-tax profitability. The close working
relationship we share with our clients gives us a better
understanding of their overall financial goals. We offer a
broad array of valuable consulting services including: cash
management, risk management (insurance), financing, business
valuation, compensation and benefit plans, computer-based
accounting systems, succession planning for family-owned
businesses, mergers and acquisitions, health care,
compliance with government regulations, litigation support,
software evaluation and setups.
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services
Organizational
Consulting:
Our Firm can provide expert advisory services to assist
you with such issues as organizational structure, job
descriptions, performance appraisal, teambuilding,
communications, and other human resource concerns.
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services
Banking Relationships:
Our Firm can provide valuable assistance in
establishing, maintaining or expanding current banking
relationships. We assist you to professionally organize and
prepare your all-important banking proposal.
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services
Information
Technology Services:
Our
computer technology consulting services address the full
spectrum of the computerized accounting packages, including
application software selection and installation, operations
reviews, staff training and evaluation of day-to-day
operating practices.
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services
Research Services:
To meet the needs of clients and business associates for
timely business information, we supply a variety of
customized research services. Business analyses, industry
forecasts, company profiles are examples of just some the
information resources available.
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services
Emphasis is Offered in the Following Areas and Industries:
Commercial & Residential Construction
Oil & Gas Exploration & Production
Condominium Owners Associations
Equipment Dealers
Equipment Rental
Retirement Plan Design, Implementation & Operation
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services
professionalism,
quality, responsiveness
