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. With our experience and education, we are able to handle your accounting and tax needs with the professionalism of large firms.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Preparation & Planning
Taxes and planning for your future tax liabilities is an ever changing scenario, because of ever changing tax law and your own personal tax situation. Our goal is to help you to minimize your total legal tax responsibility by proactively planning when life situations change, whether in your personal life or business.
IRS and State Representation
An IRS or State Agency audit can be an intimidating and complex process. If you or your business faces an audit, we can bring to bear years of experience in dealing with tax matters and audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. As an Enrolled Agents we can represent you without your presence being required.
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.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. We offer payroll services for the small business owner from preparing payroll to the preparation of payroll tax reports including end of year W-2 and 1099 reporting.
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.
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.
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.
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.