“We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.”
TAX PLANNING & RETURN PREPARATION SERVICES
+ individual & family services
+ business SERVICES
We prepare all required tax returns to assure you are paying no more taxes than necessary. Throughout the year, we monitor tax law changes that will affect your taxes, recommend tax saving strategies and serve as your advocate in tax matters.
Individual Tax Preparation
Business Tax Preparation (Corporations, S-Corporations, LLCs, Partnerships and Proprietorships)
Estates and Trusts Tax Preparation
Gift Tax Preparation
Tax Representation for IRS or state audits
Multi-State Tax allocations and preparation
MANAGEMENT ADVISORY SERVICES
+ business SERVICES
Our business is to make companies like yours more profitable. We know the problems and challenges you face and can provide sound financial advice to assist you in achieving your objectives during each phase of your development.
We function much like an in-house controller, offering a wide range of specialized financial services to help companies manage business growth and avoid pitfalls.
Accounting system design and implementation
Assisting with bank financing or refinancing arrangements
Cost accounting systems and break-even analyses
Financial planning and counseling
Preparation of internal books and records
Preparation of interim and annual financial statements
Projections and forecasts
Sales analysis and cost reduction programs
Use of computers for practical business applications
PAYROLL SERVICES
+ business SERVICES
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.
FINANCIAL & ESTATE PLANNING
+ individual & family services
Your Certified Public Accountant is your financial consultant, working with you to increase your net worth and then planning with you to minimize estate taxes. A total program including analysis of net worth, investment review, family gifting, trusts, retirement planning and family business transfers is available to assist you in maximizing benefits for you and your heirs.
AUDITING & ACCOUNTING SERVICES
+ business SERVICES
Our firm can prepare or supervise the preparation of financial statements. Compiled, reviewed or audited statements can be provided according to your needs. We examine the implications of transactions as well as the facts and figures. We search for trends that may have been overlooked. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.