ACCOUNTING SERVICES:
We are committed to providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We provide a full range of cost effective accounting services including the following:
Personal financial statements
Accounting system setup for new businesses
General ledger & financial statement preparation
BOOKKEEPING SERVICES:
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 assist you with the day-to-day tasks associated with bookkeeping, including but not limited to:
Bookkeeping (monthly/quarterly/annual)
Computerized payroll services
TAX SERVICES:
We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. We keep current on new tax laws and legislation so we can identify key tax planning opportunities that minimize both your current and future tax liabilities. Tax services offered include but are not limited to:
Tax planning & return preparation for:
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gifts
- Not-for-profit organizations
- Tax effects of buying/selling a business
- Tax effects of buying/selling a home
- Electronic filing
- Locating tax refunds (http://www.irs.gov/individuals/article/o,,id=96596,00.html)
- Year round consultations
TAX PLANNING:
Tax planning is an essential element of the tax preparation process. Our experience and access to the most current developments in tax law enable us to assist you in developing business/personal tax planning strategies designed to minimize both your current and future tax liabilities.
TAX PREPARATION:
Our experience and training ensures you get the largest refund or pay the lowest tax. We do this by working directly with you, providing relevant advice and valuable tax tips.
Our significant investment in computerized tax preparation 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.
We are able to prepare tax returns for all states. Authorized by the IRS to E-File your Federal returns, we can have your refund deposited into your bank account.
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 business affairs in order.
INVESTMENT STRATEGIES:
In interviewing and reviewing client data, we make suggestions to improve or change the methods of investing to maximize assets while being consistent with your goals and objectives.
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:
Our firm can develop a payroll system and prepare all necessary payroll tax returns in a timely manner. As a business grows, it must hire employees, which can result in increased payroll administration. We can assist you in implementing controls necessary to ensure a reliable, efficient, and effective payroll system, using both "real time" and "after the fact" payroll.
We also offer direct deposit so your employees' monies can be deposited directly into their bank accounts.
