Tax, Accounting, and Advisory Services
TAX PREPARATION
Our tax preparation services include but not limited to providing services to:
Individuals
Businesses (C-Corp, S-Corp, LLCs, Partnerships)
Trusts
Estates
Non-Profit Organizations
BOOKKEEPING/QUICKBOOkS CONSULTATION
Our staff has expertise to assist you in set-up and trouble shooting for QuickBooks. In addition, we offer a bookkeeping service to complete accounts payable.
PAYROLL TAX SERVICES
Includes filing of quarterly returns for Federal, State & Local governments. Also, we provide year-end filings including W-2′ s and 1099’s. In addition, we provide a monthly payroll service and tax depositing.
SALES TAX SERVICES
We prepare sales tax returns on the time frequency required by the State.
Advisory Services
Year-round Tax Planning
As issues arise that may impact a taxpayer, we will evaluate and adjust tax payments throughout the year. Also, many business strategies (ie: buying equipment) will impact taxes and we offer evaluation as they are transacted.
Financial STATEMENTS
Financial Statement work includes preparation of monthly or interim financial statements as well as review engagements and compilation engagements with respect to annual financial statements.
Debt Restructuring
We assist our clients with reviewing current debt structure to ensure they are receiving the most efficient source of funds for their business. This may include review if rates, terms and overall lender relations.
Lease/Purchase Negotiations
As a business gets ready to acquire capital assets, they should evaluate the best financing available. Through this process, we will assist with interest rates, cash flow and what asset is being acquired to make the best decision with the client.
Liason between client and other professionals
Whether we are working with one of our network professionals or the client’s representative, we provide a seamless communication on our client ‘s behalf. This may include their banker, lawyer, insurance professional among others. Having your team work together is a key to success.
Business Consulting/Valuations
Our business consulting engagements range from a specific need or as often as weekly or monthly. We encourage our clients to consider us their partner in business and to utilize our knowledge to better their decision making process . Some examples of issues that may arise are employment matters, growth of business, budgeting, projections, structures, margins, etc.
Estate and retirement disposition
We work hand-in-hand with our clients planning retirement and working with their estate attorney.
Asset Acquisition/Disposition
We provide consulting and guidance in business acquisitions and dispositions. This includes assistance in negotiations, structuring the transaction, communicating with banker, attorney's, etc.
Profitability Analysis
Many businesses choose to review their profitability monthly, quarterly or semi-annually. This will allow them to be proactive and stay ahead of any negative trends.
Financial Planning
We offer the opportunity to review your financial needs in a friendly, non-judgmental atmosphere. Here, clients share with us many personal items that are not always easy to discuss. The range of services include budgeting, college planning, retirement planning and overall “life planning.”
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty. ”