Our firm offers a wide range of services to individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Listed below are services we offer our clients along with a brief description.
Please feel free to inquire about other services if you do not see them listed.
Meaningful, well-organized financial records ensure your business will operate 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.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
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. 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.
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 prepare all the necessary payroll tax returns, make scheduled deposits and process direct deposit transactions.
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 organizing your financial affairs.
Our many years of experience dealing with taxing authorities will ensure our clients receive proper representation before the various federal and state tax agencies.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes 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.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current developments in the tax laws to minimize your tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.
IRS Debt Resolution
Our firm has successfully represented many clients and helped them acheive IRS settlements. Resolving your IRS debt may be the best investment you ever make. There are several options for IRS debt resolution depending on your financial status.