Our firm offers professional
preparation of all federal, state, and local tax returns at
competitive, affordable rates. We continuously monitor federal,
state, and local tax law changes to allow its clients to
minimize current and future tax liabilities. If necessary, we
can implement tailor-made due-date tax compliance monitoring
systems to prevent costly interest and penalty assessments
attributable to late filing. Of course, we offer full tax
preparation and filing services.
We specialize in preparing
your taxes quickly and painlessly, and will ensure you receive
all the deductions you are entitled to. We are always available
to help you with your tax planning needs to help you lower your
taxes and avoid surprises during the tax season. And in order
to speed your refund, we can file your return electronically to
the IRS and state tax boards.
Careful tax planning is the
most essential step in preparing our clients’ income
taxes, and by minimizing taxes we strive to improve our
clients' profitability. Whether you are a large firm or small,
established or start-up, we will find the best possible
strategies for reducing your tax liability within the limits of
Estate, Gift And Trust Tax Return
Our firm provides expert preparation of
federal and state estate, gift, and trust tax returns. We
endeavor at all times to protect your heirs from the unneeded
emotional devastation that can be caused by estate tax levies.
We are also available to advise you in your estate planning
needs, including business succession plans and gifting
Sales Tax Services
Our firm prepares all
sales tax filings and offers full sales tax audit
IRS And State/Local Representation
knows the tax laws, and we know how your tax return was
prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Personal Financial Planning
Our firm offers
a complete array of financial planning services and will work
closely with you to help you achieve your financial goals. We
will help you determine your net worth and plan a workable
budget to meet your expenses. Our financial planning services
include investment counseling, retirement planning, college
funding, estate planning, and many more.
It is never too early
to start planning for retirement. If you want to live the same
lifestyle--or an even better one--than you do now, you need to
start planning for retirement...NOW. We will help you compare
the relative benefits of stocks, bonds, and other retirement
assets, and will explain the differences between such
retirement plans as standard IRAs, tax-deferred annuities, and
Roth IRAs. We can analyze your projected income and expenses
and suggest investment funding techniques to help you ensure
your golden years 10, 20, and even 50 years from now live up to
We offer estate planning
services to help you minimize federal and state estate tax
liabilities, and to determine if you will have a deficit or
surplus of assets after taxes and settlement costs have been
resolved. We will endeavor to protect your heirs from the
unneeded emotional devastation that can be caused by estate tax
Our firm offers
tailor-made forensic accounting services as well as expert
testimony in such areas as business valuation, accounting
malpractice, litigation support and other matters requiring
forensic accounting expertise. We are often consulted during
matrimonial disputes and partnership dissolutions to provide
business valuation services and uncover malfeasance and
Accounting And Auditing
Our firm offers a
complete range of accounting services, including receivables,
payables, and payroll management. We prepare financial
statements in accordance with Generally Accepted Accounting
Principles (GAAP) for use by banks, investors, and other third
parties. Our firm will also prepare custom financial reports
for internal, managerial use.
Our firm provides
full-charge bookkeeping services, including general journal and
subsidiary ledger maintenance, bank statement reconciliation,
and receivables and payables tracking and analysis.
Compilation, Review, And Audit Services
firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation.
Our goal is help your
small or mid-sized business succeed, no matter what the
economic climate. To this end we offer a wide range of
consulting services to help you improve business operations,
boost efficiency, and increase the bottom line. Whatever you
needs, our experienced team of business consultants has the
experience to help you grow and manage your business.
Incorporation And New Business Analysis
firm can set up a new corporation, partnership, or LLC. We will
advise you on the advantages and disadvantages of the different
types of entities you can choose. Our firm can assist in market
evaluations for new business and business valuations for the
purchase of an existing business.
Buying And Selling A Business
advises prospective business purchasers about local market
conditions, industry trends, and the financial condition of an
acquisition candidate. If you are selling a business, we can
offer advice for obtaining the best possible sales price and
contract payout terms.
Our firm offers
complete management advisory services, including systems
implementation and management, cost controls, employee benefit
plan restructuring, and much more.
Bankruptcy is one of the most
frightening words to hear when you are running a business.
However, Our firm will help you through the entire ordeal while
guiding you the maze of financial and tax implications that
arise. We will also consult with you regarding the benefits of
reorganization or the possible necessity of dissolution.
Mergers And Acquisitions
Our firm are
experienced Mergers and Acquisitions counselors that can help
you perform all requisite financial analysis and due diligence.
We will help guide you through alternative financing, financial
disclosure, non-compete agreements and a myriad of other M
& A considerations.
Cash Flow And Budgeting Analysis
forecast and evaluate your company's financial condition,
estimate financing requirements, and track cash-flow sources
and uses. We can assist you planning for capital acquisitions
including the tax consequences and benefits. Our cash flow
analysis can be a very important planning tool for companies
with seasonal ebbs and flows of sales.
professional, GAAP-compliant financial statements as well as
tailor-made financial analyses that can help business owners
and managers eliminate inefficiency and realize a
business’s full profit potential.
Financial Forecast And Projections
provide complete financial and business forecasting services,
including proforma projections. We can also create customized
“What If” planning scenarios to help management
foresee and plan for unexpected business contingencies.
Business Succession Planning
if and how your business will continue without you there. As
experts in business succession planning, our firm can suggest
many courses of action to provide assurance that your business
will enjoy a smooth continuance and that your heirs and
business associates will be well protected.