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 provides a wide range of services to individuals and businesses, in a variety of industries. We strive to meet each client’s specific needs, and 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.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services. We can help you with the organization, and day-to-day bookkeeping tasks, so you can focus on your core business services. 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.
Business Consulting & Advisory Services
As a true business partner, we are available to help you deal with business problems or opportunities. We stand ready to assist you in evaluating the solidity of financial records, evaluating financial procedures, and working to help you make the right decisions for the future of your business. Our clients benefit from controlling costs, increasing efficiency, and implementing procedures that take advantage of changes in the marketplace, and tax regulations. We focus on building close client relationships that add long-term value, and we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
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.
Estate & Trust Tax Preparation
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.
Financial Analysis
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. No one can predict the future perfectly, but we can all benefit from planning for it. 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.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring experience in dealing with tax matters and IRS audit procedures. Professional representation can be vital during an audit to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services for existing clients if you need us.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We offer full service payroll functions, including filing quarterly payroll tax returns, and preparing year end tax documents. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
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 Preparation & Planning
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. We are knowledgeable and up to date on the tax laws, and can make sense of your receipts, bills, and notices.
Call today to schedule an appointment!
707-535-0102