Accounting Services
Our office can provide you with a full range of accounting services, from bookkeeping to payroll and much more. Whether you’re setting up tax software or navigating new regulations, solutions and assistance are just a phone call away. We can provide you with:Initial Business Setup Consultation Accounting System/Software Setup and Training Monthly or Quarterly Bookkeeping & Compilation Services Full Accounting Outsourcing Services Payroll, Payroll Tax Deposits, and Payroll Tax Return Preparation Personal Financial Statements
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Business Advisory Services
After careful assessment of your business, we can help you develop strategies with results-oriented techniques to keep your business moving in the right direction. Our team’s experience and commitment can show you ways to overcome obstacles blocking your path to success. Comprehensive Business Advisory Services: From Acquisitions to Succession Planning and Financial ManagementBusiness Acquisition and Sale ServicesWe have experience in valuing business in anticipation of potential acquisitions and sales. We are skilled in examining the elements that provide the most value, including the nature of the business and its history, the financial condition of the company, the business earnings capacity, and more.Vision and StrategyTo achieve a vision, a business formal and informal activities should all align it. We can assist with identifying your business goals and the steps to take toward them. Observe your business activities and results and compare the reality to your stated vision. We can help bridge that gap and establish an effective action plan.Fiscal ManagementWe can provide you with reports and tools to review on a regular basis to improve fiscal performance. We will analyze key performance indicators and help you improve cash flow and profitability.Industry/CompetitionWe can evaluate your business performance, identifying strengths, weaknesses, and opportunities against the industry. We’ll research your industry’s profitability, productivity ratios, and growth trends. We can provide you with benchmarking information and recommendations for improving and implementing the necessary changes.Shareholder Issues & Succession PlanningIt’s important to consider the eventual fate of your business. We can help you plan for retirement, groom your business for sale, and determine a selling strategy. Together, we’ll create a clear strategy for succession to ensure peace of mind for your business shareholders and your family.Budget Preparation & AnalysisKeeping your business expenses under control can be tricky. We can help create a budget tailored to your business and its specific needs. Our insights can identify your strengths and areas for improvement to ensure you maintain a healthy profit.Loan Procurement ServicesNeed help financing or refinancing? We’ll guide you through the process, reviewing and discussing your financing needs, meeting with bankers, preparing loan packages for funding requests, and more.Retirement & Financial PlanningDoes your business offer a retirement plan to your employees? We’ll help you provide this valuable benefit. We can assist you in finding the right plan for your business and employees. Our team has years of experience in aiding business with the nuances and tax responsibilities that come with retirement and financial plans.
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Business Tax Services
We provide you with the necessary tools to get your new business up and running! We have assisted thousands of clients over the years not only in the entity selection and preliminary registration of their business, but most importantly in strategies for growth and success. Understanding what you want for yourself and your business is crucial. We look beyond just the numbers to help you create the pathway to your dreams. We’re here to help you achieve your business goals and to enrich your quality of life. Comprehensive Business Tax Services: From Entity Selection to Financial StatementsBusiness Entity Selection and Registration Tax Planning Business Tax Return Preparation Payroll Tax Return Preparation Sales and Use Tax Return Preparation Sage and QuickBooks Setup, Training, and Support Federal, State, and Local Audit Assistance Financial Statements
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Individual Tax Services
Tax planning and preparation is more than just dropping numbers into a software program. It’s a complex process, but one that our tax professionals are experts at navigating. We take the time to accurately cover all aspects of your tax return to maximize your tax savings, both now and in the future. Personalized Tax and Financial Planning: From Return Preparation to Estate PlanningIndividual Tax Planning and Projections Individual Federal, State, and Local Tax Return Preparation Tax Optimization Analysis IRS Audit Assistance and Defense Estate, Trust, and Gift Tax Return Preparation Estate and Asset Management Planning Retirement and Financial Planning College Planning Services
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Sales and Use Tax Services
Sales and use tax can be complicated and tedious to handle in-house. If your business deals with sales across state lines, the rules get even more complex. Our firm is experienced in these matters and can tailor our services to fit your company’s needs. Leave the compliance burden to our team so that you can focus on doing what you do best. Comprehensive Sales and Use Tax Solutions: Registration, Filing, Audit Services, and MoreSales and Use Tax Registrations and Licensing State Certificate of Authority Assistance Sales and Use Tax Return Preparation Electronic Filing Sales Tax Notice Administration Nexus Analysis Voluntary Disclosure Refund Claim Preparation Tracking and Preparation of All State Annual Report Filings Audit Services
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