CLIENT
SERVICES
Our firm offers a wide range of services to our
individual and business clients. Being a relatively
small firm, we are able to offer our clients
personalized quality service. 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.
Accounting and Financial Reporting Services
Financial Reporting Services
Our financial reporting services
are geared to providing information essential to making
sound business and investment decisions, whether that
information is for the use of management or outside
lenders or investors. While our services can be
customized to meet your needs, you will find we always
strive to conduct our engagements in the most efficient
and cost effective manner. Our financial reporting
services include audit, review, compilation, and
agreed-upon procedures engagements for businesses of all
sizes.
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. Our qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
Consulting Services
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.
Business Succession Planning
Effective coordination of the transition of your
business to your successors is critical to ensure its
continued success once you decide to remove yourself
from the company's day to day operations. With a solid
background in tax and other financial matters, we are
fully qualified to address the complex issues of
business continuation and can assist you in developing a
strategically sound plan.
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.
Financial Planning
A properly structured financial plan enables you to face
any financial challenge that may present itself at each
stage of your life. Through the financial planning
process, we can help you assess your financial needs and
develop strategies that will enable you to achieve your
goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your
financial plan will ensure financial independence during
your working years and through your retirement years.
Tax Services
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.
IRS Representation
During our years of experience dealing with many taxing
authorities, we have achieved a level of competence that
can ensure our clients they are being properly
represented before the various federal and state tax
agencies.
Payroll Services
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 also help you develop a payroll
system and prepare all necessary payroll tax returns in
a timely manner.
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
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 new developments in the
tax laws to minimize both your current and future tax
liabilities.
Tax Preparation
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 not-for-profit
organizations. |
