| Accounting Services
Providing financial information to our clients in a timely and accurate
manner is a commitment 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/Annually)
*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 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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Forensic Accounting
We use accounting and auditing skills to provide an analysis of financial
records in conjunction with dispute resolutions, as well as fraud
and theft investigation. Our damage measurement methods can determine
the extent of financial loss and illegal accounting practices. |
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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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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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Estate & Trust Tax
Preparation
Effective estate and gift planning facilitates the orderly transfer
of assets to your beneficiaries, provides security for your surviving
spouse, and can reduce or eliminate the tax due on the transfer of
your business and other assets. For business owners, providing for
business continuity and succession of ownership is essential. We can
guide you through the complex process of getting your financial affairs
in order. |
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Fraud Prevention & Detection
We use accounting and auditing skills to provide an analysis of financial
records in conjunction with fraud and theft investigation. Our damage
measurement methods can determine the extent of financial loss and
illegal accounting practices. |
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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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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 the future
growth and success of your business. |
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Retirement Planning
Successful implementation and periodic review of your financial plan
will ensure financial independence during your working years and through
your retirement years. |
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| Audits, Reviews and
Compilations
We view our role in the financial reporting process as an opportunity
to provide constructive solutions for maximizing your company's
profitability and efficiency. We provide financial reporting on
all three levels of assurance:
*Audit- an intensive examination with the
highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used
primarily for internal use.
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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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International Taxation
Our experience with the taxation of U.S residents working abroad and
foreign citizens working in the U.S. has provided us with an extensive
base of knowledge in the area of international taxation. |
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Sales Tax Services
Many of our clients are responsible for collecting and submitting
sales tax 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
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
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Buying & Selling
a Business
Structuring the purchase or sale of a business properly is a critical
step in the process of buying or selling a business. Our competent
staff has experience to guide you through the acquisition/disposition
process by addressing such issues as cash flow analysis and tax considerations. |
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Estate Planning
Effective estate planning facilitates the orderly transfer of assets
to your beneficiaries, provides security for your surviving spouse,
and can reduce or eliminate the tax due on the transfer of your business
and other assets. For business owners, providing for business continuity
and succession of ownership is essential. We can guide you through
the complex process of getting your financial affairs in order. |
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Financial Planning
A properly structured financial plan enables you to face any financial
challenge that may present itself at each stage of your life. Through
the financial planning process, we can help you assess your financial
needs and develop strategies that will enable you to achieve your
goals and strengthen your financial security. |
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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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Debt & Financing
Services
Debt management and the evaluation of financing options are issues
that an experienced professional deals with every day. Let us use
our experience to assist you in securing financing for your personal
or business needs or consolidating your current debt to a more manageable
level. |
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Mergers & Acquisitions
Finding the right business partner for your company can be a difficult
task. We can assist you in the merger or acquisition process by assessing
such critical elements as tax considerations; product/service compatibility;
competitive tactics and position; financial impact; and cash flow
considerations. |
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