Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description.


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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Miscellaneous

Accounting and Bookkeeping Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*Financial statement preparation. We provide financial reporting at two levels of assurance: **Review - includes some analytical procedures conducted with limited assurance. **Compilation - based upon client information provided and used primarily for internal use.

*Bookkeeping services can be performed at our office or yours on a monthly, quarterly, or annual basis. This can be all-inclusive or limited to specific bookkeeping functions, such as monthly bank reconciliations.

*Payroll processing and preparation of payroll tax returns

*Accounting software selection, system setup and training. Our experienced staff can assist, review, and train your staff in performing their accounting duties.

*Business and information tax return preparation including Sales & Use Tax Returns, Form 1099 filing, and Business Property Statements

*Cash flow & budgeting analysis. A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

*Financial forecasts & projections. Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

*Personal financial statement preparation

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Individual Tax Planning & Preparation

We prefer to take a proactive rather than reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning. Assistance with identifying opportunities and developing stategies that take advantage of new tax laws and legislation.

*IRS and other taxing authority representation. 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.

*Individual income tax preparation and e-filing in all 50 states.

*Tax projections for future years and calculation of proper employee withholding allowances (Form W-4) for your current or future circumstances.

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Business Tax Planning & Preparation

We prefer to take a proactive rather than reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our business clients with the taxation expertise and knowledge that they deserve throughout the year. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including corporations, “S” corporations partnerships, limited liability companies, trusts, estates, and not-for-profit organizations. Tax services offered include but are not limited to:

*Tax planning for businesses. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

*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 and information tax return preparation including: --Income tax returns and e-filing in all 50 states --Pension and profit sharing plan annual report --Payroll tax returns --Sales & use tax returns --Form 1099 filing --Form 571 business property statements

*Retirement plan selection. Retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

*Employee benefit plans. The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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Estate Planning & Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. 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. Estate planning services include but are not limited to:

*Tax preparation services include Federal and State filings for: --Estate Tax Return (Form 706) --Gift Tax Return (Form 709) --Fiduciary (Trust) Income Tax Return (Form 1041)

*Gift and transfer planning

*Asset protection planning. Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

*Business succession planning. Effective coordination of the transition of your business to your successors is critical to ensure its continued success. 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.

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Business Consulting Services

We understand that the success of our business is entirely dependent on the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Business consulting and advisory services include but are not limited to:

*Management advisory services. Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

*Internal control design and review. Internal control is your company’s internal auditing system. It should be designed to provide reasonable assurance regarding the measurement and achievement of your company’s objectives in the areas of operations, financial reporting and compliance with applicable laws and regulations. Our qualified staff can assist with the assessment and design of your internal control structure.

*Cash flow & budgeting analysis. A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

*Financial forecasts & projections. Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

*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.

*Buying and selling a business. Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

*Business valuations. Whether you are thinking of buying or selling a business or in the midst of a divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

*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.

*Retirement plan selection. Retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

*Employee benefit plans. The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

*Expert witness services. Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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Personal Financial Planning Services

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. Financial planning services include, but are not limited to the following:

*Tax planning. Since taxes are most individual’s #1 expense, tax planning is usually one of the most important steps in a your personal financial plan. However, we are careful not to let the tail wag the dog and no tax planning advice is recommended that is contrary to your personality or overall financial plan.

*Retirement planning. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

*Investment review. As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

*Debt & financing services. Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

*College planning. We will assist you with evaluating the various tax-advantaged college funding options available to you.

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