Client Services
Our firm offers a wide range of services to our individual and business clients. We are sized to ensure 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 more than happy to refer you to a qualified professional.

 


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that 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/Annual)

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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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. 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.

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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. We will help you with the day-to-day tasks associated with bookkeeping.

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Financial Statements

We will assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced will be a useful tool for management for making financial decisions.

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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, we will assist you in achieving your company's financial goals.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We will forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

Taxing authority representation

Divorce and support issues

Tax effects of buying/selling a business

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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, we will develop tax strategies that take advantage of new tax laws and legislation.

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IRS Representation

We are committed to staying abreast of current developments, rulings and procedural changes and employing the latest research tools to ensure our clients are being properly represented before the various federal and state tax agencies.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We will 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.

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Sales Tax Services

Many clients are responsible for collecting and submitting sales taxes in many different vicinities. We will assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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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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Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We will 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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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We will help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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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. We will 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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