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.
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.
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.
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.
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.
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.
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.
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
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.