Accounting Services
Accurate recordkeeping can be complicated and time consuming. We can help you with day-to-day bookkeeping tasks and organization so you can focus on your business. Many functions required in a business on a daily basis can be outsourced in order to simplify your life. We can assist in accounts payable, payroll and financial reporting.
Our payroll services can help you reduce time spent on administration. We offer “live” payroll including payroll checks, direct deposit and payroll reporting. We assist in quarterly and year-end reporting required by state and federal agencies.
Our financial statement services comprise two levels of assurance, depending on the needs of your business.
Reviews
Provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations
Based upon information provided by a company’s management, compilations are usually requested for internal purposes as well as banks.
We can also perform Agreed Upon Procedures.
Effective estate and trust planning can facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can help eliminate or reduce taxes due on the transfer of assets.
Our services include financial and retirement planning. For more information please click here.
Having professional representation during an audit can be vital. Our experience with tax authorities enables us to guide you through this process. We assist clients with all types of letters they receive from the IRS as well as state taxing authorities.
The type of business entity you choose largely determines your taxes and other liabilities. From the inception of your business, through its growth and development, we can advise on what type of entity would fit your needs.
We can assist you with using QuickBooks including setting up and integrating with our software.
Cash flow management can be a difficult task. A business can be profitable and still have cash flow issues. We can help you analyze your spending and budget in order to improve your liquidity and reduce costs.
Buying and selling a business can be a complicated affair. We can advise on how to successfully negotiate and structure the deal. We also help in analyzing the purchase or sales price to determine the cash flow impact as well as the effect taxes will have.
Acquisitions require careful consideration of the type of entity to be used and we can help make this determination.
Debt and financing plays a role in many businesses. We can assist in determining different options for financing as well as how to reduce your debts.
Whether your needs are business or personal, we help guide you through a full range of tax planning and preparation decisions including strategies to help minimize your tax liabilities and maximize your cash flow and profitability. We invest in continuing education and stay up-to-date on changing tax laws.
We have experience in preparing federal and state income tax returns, sales tax reports and payroll reports. We prepare returns for individuals, corporations, partnerships, non-profits, trusts and estates. In order to prepare accurate tax returns, we continually make a significant investment in tax preparation software.
