What can we offer you?
Our Services
Our experts offer a wide range of services to make your Taxes and Payroll hassle-free.
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 never have 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.
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.
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.
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.
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.
Professional Financial Services
Aside from our extensive experience with Tax Law and Preparation, we offer a number of professional services for current and prospective business owners.
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.
Accounting
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We provide Prepared Financial Statements for use by shareholders, banks, and other third-parties.
Business Consulting
Our goal is to 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.
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.
Bookkeeping / Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables analysis.
Business Succesion Planning
Stop wondering if and how your business will continue without you there. 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.
Payroll Services - Click here for more info
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 your business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.
Personal Financial Services
Whether you need help sorting through the troubles of debt, or you’re simply looking to the future, our personal financial services can help you navigate life with confidence.
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.
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 IRA's, tax-deferred annuities, and Roth IRA's. 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.
Debt and Finanical 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 solutions.