We are pleased to offer the following services. This list is by no means all-inclusive, so please contact us so we can discuss your specific needs.
We have extensive experience providing “Review” and “Compilation” engagement services for a wide range of industries. These services are most often required to fulfill requirements of lending institutions, other creditors or bonding companies. However, sometimes management requests these services simply as a supplement to their business management function.
Our staff of seasoned tax professionals can assist you in your business and personal income tax preparation and planning needs. As a firm, our specialty is business tax planning, consulting and preparation services for small and medium sized for-profit enterprises. We also assist individuals with their tax needs from the simplest to the most complex. We devote a significant portion of our continuing education resources toward income tax training at seminars instructed by local and national tax experts in order to stay abreast of the latest tax laws and trends.
We offer a full range of bookkeeping and payroll solutions, tailored to our clients’ needs. Our staff is dedicated to providing as much or as little operational support as you desire. Our focus is on providing high quality, responsive service to enable you to effectively manage your financial affairs and realize long term business success. Please contact us so we can discuss your specific situation and how we can best fit your needs.
If you do your own bookkeeping, we can assist you with software selection, general ledger set-up, etc. We specialize in Quickbooks consulting services.
If you are considering creating a new business or acquiring an existing one, decisions you make well in advance of the actual creation or acquisition are critical to your long term financial success and income tax benefit maximization. We can assist you with determining the optimal form of organization for your industry and your goals, help you purchase a business in the most tax beneficial manner and apply for all the necessary federal and state payroll, sales and income tax permits and accounts.
Whether you hope to have family or someone else within your organization eventually succeed you or you plan to market your business, advance planning is essential to having a smooth transition, while achieving the greatest tax benefits and maximizing the after-tax proceeds. We have the critical experience of having handled many of these transactions and we can use that experience to help you plan for the most beneficial timing, form of transfer and sale price allocation to suit your goals.