Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm offers a wide range of professional services to help individuals and businesses reach their financial goals.  We can help you evaluate financial opportunities, comply with tax laws in a tax efficient manner, handle the day to day accounting needs of your business, monitor business performance and more.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity (LLP, LLC, sole proprietorship, partnership, c-corporation, s-corporation, non profit corporation) that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Business Formation

We work with entrepreneurs and businesses to register and license new enterprises as corporations, partnerships, and limited liability companies and provide founders with a comprehensive operations kit which contains organizational, tax, and financial documents upon formation and more.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Foreign Bank and Financial Accounts (FBAR)

If you have any foreign bank or investment accounts, you need to know your reporting obligations and filing deadlines. Compliance is very important. Non compliance can lead to heavy penalties or worse. We have the knowledge and experience to help you with your filing requirements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Tax Services

One of the biggest reasons that small business owners get into tax trouble and eventually fail, is a lack of understanding when it comes to payroll taxes.  By consulting with us before you hire an employee, we can make sure that you understand the structure of payroll taxes, how they are paid and when they are due.  This will ensure that hiring someone to expand your business is a success.  In addition to calculating your payroll tax obligations, we can prepare and file the necessary monthly, quarterly, and annual returns that cover withholding, payroll, and unemployment taxes.

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QuickBooks Support

QuickBooks gives you the power to manage your business finances more effectively by providing you with fast, easy and integrated solutions that meet the needs of your business.  Our consultants assist you with setup, training, troubleshooting, and ongoing support.  We can also review your files on monthly, quarterly, and/or yearly time frames to spot any transactions that might be problems or suggest how to do something better or more efficiently.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.  Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Expatriate Tax Services

If you are a US citizen living and working overseas, your tax filing obligations to the IRS continue. We assist U.S. nationals working overseas and expatriates with tax planning, tax preparation, filing FBAR reports, amended tax returns, tax representation.

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Call today to schedule an appointment!