Tax & Accounting 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.
Bookkeeping
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.
Business Consulting
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 Analysis
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. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
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.
Income Tax Consultation
With tax laws changing seemingly every year, we’re happy to answer your questions. Our tax advisors and experienced tax professionals have helped businesses of all sizes and clients save the most on their taxes and are ready to help in any way they can.
It doesn’t matter if you choose to use our services or not (although we hope you will) we’ll provide you with the assistance you need to demystify your tax situation.
IRS Payment Plan
If you owe back taxes and you feel like there’s no escape, contact us and we’ll help you get back on track. We’ll do a full audit of your situation and work with the IRS to set up a payment plan that works for you.
Dealing with this situation on your own can be extremely time consuming and if you make a wrong move, the IRS might penalize you. Let us show you the way out! We don’t have a magic wand to make your back taxes disappear, but we’ll do our best to minimize the damage the payments have on you and your business.
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.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
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 employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Small Business Tax Preparation
Taxes can be a major headache, especially for small business owners. The complexity of tax regulations only adds to the stress of running your own business. Relax and let us take the burden off your shoulders. We’re here year-round, ready to tackle your tax challenges. Just bring us your income statements, balance sheets, and other financial documents, and we’ll work our magic to prepare your taxes for seamless filing with the IRS.
Personal Income Taxes
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Even as seasoned tax advisors, we know how much many people dread tax season. There’s no way around it and it must be done, but what if there was an easier way to do your taxes? Instead of crunching the numbers yourself, bring your financial statements to us and we’ll do all of the hard work!
We have years of experience helping individuals prepare and file their taxes to get them the biggest return. When you work with us, you can rest easy knowing your taxes are accurate and prepared in a timely manner.
Tax Planning
There’s more to taxes than filling out the forms and mailing them into the IRS. If you follow the right strategy, you can reduce your tax burden significantly and keep more of your business earnings!
Our advisors have years of experience helping businesses of all sizes plan their taxes perfectly, so they not only cover all of their bases but also reduce their burden!
We’ll work with you on a one-on-one basis to formulate the winning strategy for your situation. Get in touch with us today if you’d like to learn more about how we can help you.
Tax Resolution
Is your business or you are running into problems with the IRS? We know how stressful this situation can be. You didn’t mean to do anything wrong, but now the IRS is threatening legal action.
Come to us and we’ll go over your past returns and financial statements to find where you went wrong. We’ll provide you with options that your business and your personal account can be in better terms with the IRS. We have a proven track record of helping clients get out of this situation and we’d be happy to provide you with the same resolution.
Year-Round Support
We offer guidance and support to optimize your financial strategy.