Client Services

Our firm offers a wide range of services. Our clients benefit by getting personalized and quality service that is beyond comparison because our firm is relatively small. Listed below are some of the services that we offer to our clients followed by 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.


Tax Services

We prefer to take a proactive vs. 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 clients with the taxation expertise and knowledge that they deserve throughout the entire year. Tax services offered, but not limited to, include:

          - Tax planning & return preparation

               o  Individuals

               o  Corporations

               o  Partnerships

               o  Limited Liability Companies

               o  Limited Liability Partnerships

               o  Estates, Trusts, & Gift

               o  Not-for-Profit Organizations

          - Taxing authority representation

          - Divorce and support issues

          - Tax effects of buying/selling a business.

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of current tax laws and legislation.

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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 but not limited to:

          -  General ledger & financial statement preparation

          -  Bookkeeping (Monthly/Quarterly/Annual)

          -  Accounting system setup for new businesses

          -  Computerized payroll services

          -  Business tax return preparation (Sales & Use/Business Property)

          -  Personal financial statements

           - Litigation support.

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Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

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Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

          - Review – some analytical procedures conducted with limited assurance

          - Compilation – based upon client information provided and used primarily for internal use.

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Bookkeeping/Write-Ups

Meaningful and well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Consulting Services

We gauge our worth by 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 and flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

          - Accounting software selection & implementation

          - Type of entity selection

          - Business valuations

          - Buying/selling a business

          - Computer systems

          - Financial & retirement decisions

          - Estate, Trust, & Gift planning.

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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.

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Other Services

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced and competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

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Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact, and cash flow considerations.

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