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.

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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Business Consulting

Our objective is to help make your business more efficient and more profitable. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. We do so by providing small business consulting and assistance in solving problems especially when you have limited resources or expertise to do it yourself. 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. As a true business partner, we are available to help you deal with any business problem or opportunity.

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Business Entity Selection

The business entity— sole proprietorship, partnership, S-Corporation, C-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 each tax entity selection has certain tax advantages and disadvantages. As your business grows and changes, the type of business entity you choose may need to change also. We can help you navigate through this very important decision.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially life-altering than the decision to buy or sell a business. 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, evaluating cash flows, developing negotiation and financing strategies, and managing the due diligence process.

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Estate & Trust Tax Preparation

Estate matters affect everyone and estate planning involves so much more than having a will in place. 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.

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Financial Analysis & Statements

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.

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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IRS & Tax Representation

An IRS audit can be an intimidating and complex process. If you or your business faces an IRS audit, we can bring our years of experience in dealing with tax representation 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. Our management advisory professionals can provide guidance that is tailored to your specific situation.

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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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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 employees, as well as the legal and compliance issues related to each option.

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Sales & Use Tax Services

Sales and use tax impacts virtually every aspect of business as state and local tax authorities look to maximize sales tax collections. State tax laws are constantly evolving. We can help you understand and manage your sales tax obligations and prepare sales tax and use tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Every tax situation is unique. Effective tax preparation and planning can help you to minimize your tax liability. We can help you proactively manage both your personal and business tax issues, including understanding how changes in your personal life or business impact your overall tax liability. Not all tax planning opportunities are readily apparent. With our firm on your team, you will be better prepared to benefit from these opportunities. We understand how the latest federal, state and local tax legislation and other external developments affect you and we are constantly identifying new ways to reduce our clients’ tax liabilities to the minimum amount required by law.

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Tax Consulting & Compliance

Our firm is available for questions and to help guide you through the ongoing maze of tax matters. Our firm will work to anticipate problems and propose solutions as they relate to your unique situation. Advisory situations often include matters such as entity selection, purchase or sale of major assets, purchase or sale of a business, business restructuring, or the tax implications of day-to-day business operations. We can also provide assistance in designing and implementing your tax accounting processes and related internal controls to ensure your company identifies and properly complies with all state and federal reporting obligations.

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Call today to schedule an appointment!