Client Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. 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.
Tax Services
Tax Preparation
Our vast experience, expert knowledge of tax law and significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare federal and state returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Estate & Trust Tax Planning
Effective estate and gift planning provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can help you navigate the ever-shifting and complex tax laws to make the transfer of assets a smooth transition and to minimize the tax liability of beneficiaries or successors. Having a well thought out plan for disbursing your estate will avoid complications and ensure your trust is executed as you wish. For business owners, providing for business continuity and succession of ownership is essential. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
Payroll Tax Services
Proper payroll management is the key to ensuring your employees are paid on time and your legal obligations are met. We manage the time-consuming task of employee payroll tax filing so you can concentrate on running your business. You can be confident that all the necessary payroll tax returns will be processed properly and in a timely manner. Our firm provides a worry-free way for you to ensure that your payroll obligations to the IRS and various state authorities are satisfied.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Planning and Projections
Tax planning is the key to successfully and legally reducing your tax liability. We work with you to set strategic business or personal goals, advise you about the various tax implications you currently have, or may anticipate having based on your type of business, then create proactive tax plans to meet those goals. 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.
Tax projections add value in the planning process by eliminating the surprise of a big, unexpected tax bill. They provide clarity about next year’s potential tax bill. Also, by understanding the potential tax impact of different options, projections can help you make better strategic decisions.
IRS Representation
We know that getting a letter from the IRS can feel overwhelming. 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. We’ll be there every step of the way so you don’t have to face the problem alone.
Accounting and Consulting Services
Bookkeeping/Write-Up
Meaningful, 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.
Business Valuations
Business Valuations are a combination of art and science that blends appropriate methods, capitalization rates, discounts and premiums, and other factors to determine the value of your business. We rely on a solid knowledge of the many valuation methods, as well as the experience and business savvy to select the most appropriate method for a particular business and/or situation. Understanding your business and goals helps us to determine the valuation method that is best suited for your particular situation — whether the driving factor is succession planning, raising capital, stock valuation, facilitating a merger, or another need.
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, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Financial & retirement decisions
- Estate, trust & gift planning
- Due diligence when buying or selling a business
Litigation Support
Though litigation is more common in business than most of us would prefer, what can be uncommon is expert support and testimony by accountants and advisors who are as focused on service as they are on the data. We’re different – we come prepared with the details, but we’re also bulldogs for our clients and go the extra mile to protect their best interests.
We also know how to power up other advisory and compliance services to help you prepare for, prevent or emerge stronger from issues before they become a litigation topic. Helping you stay a step ahead by being a stronger, financially sound organization is a preventive measure we’re well qualified to undertake.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.