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 is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
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.
Business Consulting & Tax Planning
The preparation of your income tax return should be nothing more than the accurate historical recording, on paper, of what you should already know. Your filing should include the payment of the least amount of tax you are obligated to pay.
Timely income tax planning eliminates the surprise. It affords you the opportunity to take advantage of the planning techniques available to include income splitting, deferrals of income, and the planning, documentation and maximization of income tax deductions. Good income tax planning will allow you to legally minimize your income tax liability.
And timely estate and trust planning will offer you the opportunity to pass your life’s work to your legal heirs, not someone else’s.
We do not consider our business consulting engagements complete until our clients:
- know and understand the profitability of their business;
- receive practical, objective recommendations on how to increase that profitability;
- know how their cash flow was utilized;
- know what practical steps they can take to increase their cash flow;
- know what their income tax obligation is;
- and know what opportunities are available to legally reduce their obligation.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— 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.
Income Tax Preparation & Planning
Accurate tax preparation and tax 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.
We offer you over many years of professional experience in the completion of timely and accurately prepared, income tax services for:
- Individual Income Tax Returns
- Partnership Returns
- Corporation Returns
- S Corporation Returns
- Gift Tax Returns
We work hard in finding you opportunities to legally reduce the amount of your income tax obligation.
And last but not least, our skilled, representation services before the IRS can be invaluable if you need them.
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.
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.
Payroll Services
We offer payroll services for small business owners from preparing payroll to the preparation of payroll reports including year-end W-2s and 1099s reporting.
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.