Business Consulting
Our niche is small to mid-sized businesses and ensuring that they remain profitable despite any economic conditions. Our birds eye view of your financial situation allows us to provide unparalleled advice and instruction including improved business operations, efficiency boosts, and an increase to the bottom line.
If you are contemplating starting a business, we provide advice on the advantages and disadvantages of the different types of entities you can choose from along with the pros and cons of each.
We provide complete financial and business forecasting services, including proforma projections.
Core Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws and
the difficulty of interpreting them, you need a tax advisor who
not only can ensure you’ve complied with the law, but who
can help you claim valuable deductions and credits which are often buried in new tax law. Our firm goes out of its way to reduce the
burden of paying taxes for all filers. We pledge not only to
prepare your tax returns in the best-informed, most ethical
manner possible, but also to work with you year-round as needed
to plan a strategy that will minimize your total tax burden. We
are qualified to prepare all federal, state, and local tax
returns for individuals, corporations, partnerships, and
fiduciaries. We can also prepare any required estate and gift
tax returns.
IRS And State/Local Representation
Our firm 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.
Accounting Services
Our firm offers a complete range of accounting services. These
services can include bank reconciliations and preparation
of your general ledger and financial statements.
If you have your own internal accounting system such as
QuickBooks, we can periodically review your system to ensure
that your financial information is accurate. We are very
knowledgeable in QuickBooks and are designated as QuickBooks
pro-advisors.
We prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) and Other Comprehensive
Basis of Accounting (OCBOA) for use by banks, investors,
and other third parties. Our firm will also prepare custom
financial reports for internal, managerial use.
Auditing
Our firm can provide financial statement audits for small
business, non-profit and governmental entities.
Payroll Services
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the next
logical step towards simplifying your business life. We provide
a comprehensive payroll service customized for your specific
needs—giving you flexible personalized service from our
knowledgeable staff. Our service includes check printing, electronic tax payments and tax filings, complete compliance,
and more. You will receive all the payroll reports you need to
run you business most efficiently, and you will also get
personalized professional advice on all payroll matters for
your firm.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.