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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.
(Click Service Title For Details)
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.
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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.
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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. Our qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
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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.
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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.
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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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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.
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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.
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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.
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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.
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Retirement Planning
Successful
implementation and periodic review of your financial plan will ensure
financial independence during your working years and through your
retirement years.
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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.
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