Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws
and the difficulty of interpreting them, you need a tax
advisor who not only can ensure you’ve complied with
the law, but who can help you claim valuable deductions and
credits you may have never suspected. Our firm offers
professional preparation of all federal, state, and local tax
returns at competitive, affordable rates. We continuously
monitor federal, state, and local tax law changes to
allow clients to minimize current and future tax
liabilities. Of course, we offer full tax preparation
and electronic filing services.
Individual Taxes
We specialize in preparing your taxes quickly and painlessly,
and will ensure you receive all the deductions you are
entitled to. We are always available to help you with your
tax planning needs to help you lower your taxes and avoid
surprises during the tax season. And in order to speed your
refund, we can file your return electronically to the IRS and
state tax boards.
Corporate Taxes
Careful tax planning is the most essential step in preparing
our clients’ income taxes, and by minimizing taxes we
strive to improve our clients' profitability. Whether you
are a large firm or small, established or start-up, we will
find the best possible strategies for reducing your tax
liability within the limits of the law
Estate, Gift And Trust Tax Return
Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns. We endeavor at all times
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies. We are also
available to advise you in your estate planning needs,
including business succession plans and gifting
strategies.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
IRS And State/Local Representation
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Payroll Services
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the
next logical step towards simplifying your business life. We
provide a comprehensive payroll service customized for your
specific needs—giving you flexible personalized service
from our knowledgeable staff. Our service includes check
printing, direct deposit of paychecks, electronic tax
payments and tax filings, complete compliance, and more. You
will receive all the payroll reports you need to run you
business most efficiently, and you will also get personalized
professional advice on all payroll matters for your firm.
Personal Financial Planning
Whatever the state of the economy, we are deeply concerned
about the personal financial status of our clients. To help
you invest wisely, put aside what you’ll need for
retirement, fund the kids’ education, keep yourself out
of debt, and plan your estate, we can guide you towards the
best decisions depending on your time horizon, your tolerance
for risk, and your current and future financial goals.
Debt And Financial Services
Many Americans are facing the pain of large credit card or
student loan balances that they do not know how to pay off.
We offer complete debt and financial counseling services,
including referrals to installment debt consolidation,
refinancing, and repackaging sources.
Retirement Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We will help you compare the relative
benefits of stocks, bonds, and other retirement assets, and
will explain the differences between such retirement plans as
standard IRAs, tax-deferred annuities, and Roth IRAs. We can
analyze your projected income and expenses and suggest
investment funding techniques to help you ensure your golden
years 10, 20, and even 50 years from now live up to your
expectations.
Estate Planning
We offer estate planning services to help you minimize
federal and state estate tax liabilities, and to determine if
you will have a deficit or surplus of assets after taxes and
settlement costs have been resolved. We will endeavor to
protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies.
Accounting
Our firm offers a complete range of accounting services,
including receivables, payables, and payroll management. We
prepare Compiled and Reviewed financial statements in
accordance with Generally Accepted Accounting Principles
(GAAP) for use by banks, investors, and other third parties.
Our firm will also prepare custom financial reports for
internal, managerial use.
Bookkeeping/Write-up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables
tracking and analysis.
Compilation and Review Services
Our firm provides professional compilation and review
services to businesses of all sizes. We can compile or
review your financial records into meaningful
GAAP-compliant financial statements.
Business Consulting
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever your needs, our experienced team of business
consultants has the experience to help you grow and manage
your business.
Incorporation And New Business Analysis
Our firm can assist you in the set-up of your new
corporation, partnership, or LLC. We will advise you on the
advantages and disadvantages of the different types of
entities you can choose. Our firm can assist in market
evaluations for new business and business valuations for the
purchase of an existing business.
Buying And Selling A Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial
condition of an acquisition candidate. If you are selling a
business, we can offer advice for obtaining the best possible
sales price and contract payout terms.
Business Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our
firm can suggest many courses of action to provide assurance
that your business will enjoy a smooth continuance and that
your heirs and business associates will be well
protected.