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.
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.
Our firm can provide financial statement audits for small business, non-profit and governmental entities.
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.