Services

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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
    - 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 two levels of assurance:
           Review - some analytical procedures conducted with limited assurance
           Compilation - based upon client information provided and used primarily for internal use.

Bankruptcies
Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

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.

Corporate/LLC Formation
The structure of a business, including selection of a proper type of entity, can have a substantial effect on business operations and taxation. We offer reasonably-priced services to form Corporations, LLCs and Partnerships.

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. Additionally, we are experienced in the preparation of Forms 706 and 1041.

Financial Planning
Whether it is wealth management, retirement planning or business and succession planning, we will develop and maintain a financial plan that suits all aspects of your life.

International Taxation
Our experience with the taxation of U.S. residents working/living abroad has provided us with a base of knowledge in the area of international taxation.

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.

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.

Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinity’s. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning & Preparation
Tax planning and the preparation of tax returns are 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 along with providing you the knowledge of your tax liabilities in a timely manner.

Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
    - IRS Installment Agreements
    - Asset protection
    - Investment review and planning
    - Retirement plans and planning
    - Litigation support
    - Employee benefit plans
    - Internet commerce
    - Real & Personal Property Tax
    - Foreclosures and short sales
    - Bankruptcies
    - Mergers & Acquisitions