As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed or if we can provide additional information.
Tax Compliance and Planning
Our professionals are experienced and trained to prepare income tax returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and exempt organizations. Our investment in sophisticated tax preparation software enables us to accurately and efficiently prepare returns checking each return for accuracy. Our professionals understand the relationship between business activities and an individual's personal tax situation and look for ways to minimize the overall tax impact. We stay apprised of the current tax law and plan strategies to maximize the benefits available.
Individuals and entrepreneurs with moderate to high net worth make up a majority of our clientele. We understand that each client situation is unique but our ultimate goal is to minimize your tax obligation and maximize wealth preservation.
Our firm can assist you with all aspects of payroll processing including assistance in developing a payroll system. We can also prepare all necessary payroll tax returns in a timely manner.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are critical to the success of every business. As a certified Quickbooks Advisor, we can assist you with the day-to-day tasks associated with bookkeeping in order to make informed financial decisions.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the transfer tax due For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. We work as a member of your planning team in order to ensure that all your aspects of your estate plan are in place.
Financial and Retirement Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
We use accounting skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.