Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel
free to inquire about a service if you do not see it
listed. If it is not a service we provide, we would be
happy to refer you to a qualified professional.
Tax
Preparation
Our firm offers professional preparation of federal and state
income tax returns for corporations (C or S), LLC's,
partnerships, trusts, estates, and individuals. We also
prepare returns for non-profit public charities, multi-state
returns, and amended tax returns.
Tax
Planning
Good tax planning ensures our clients keep the maximum amount
of their income and pay the minimum amount of taxes legally
required. By making tax planning part of your overall
business strategy, you can use our experience and access to
the most current new developments in the tax laws to minimize
both your current and future tax liabilities.
Retirement
Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We can analyze your projected income and
expenses and suggest investment funding techniques to help
you make sure that your golden years 10, 20, and even 50
years from now live up to your expectations.
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. Where the
drafting of legal documents is required for an estate plan,
we work with the client's own attorney or refer to local
estate planning counsel. We also assist executors
and/or trustees in carrying out the wishes of the deceased as
stated in his/her will or trust. Often this includes
financial accounting and reporting, inventory of assets,
preparation of various court-required documents, notice to
banks or brokerage firms and insurance companies, preparation
of tax returns and distributions to beneficiaries.
IRS
Representation
We represent clients before the Internal Revenue Service and
State agencies. We handle correspondence audits, office
audits, and field audits. We also prepare offers in
compromise and assist clients in structuring payment plans.
Where legal representation is needed, we refer our clients to
tax counsel.
Bookkeeping/Write-Up
Services
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. In addition, our firm provides
full-charge bookkeeping services, including general ledger
preparation, journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables
tracking and analysis.
Consulting
Services
Our company offers a wide range of consulting services to
help you improve business operations, boost efficiency, and
increase the bottom line.
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.