Accounting Services

We can provide solutions to your financial accounting needs, whether you need temporary support, a systems review or possible outsourcing of some of your company’s paperwork.

Bookkeeping/Write-up Services

Spend your time building your business and your profits; let us handle your bookkeeping, record keeping and report filing.

We can provide as many of the following services as you want:

• Entering your check stubs and deposits.
• Preparing your bank reconciliation.
• "After-the-fact payroll," including quarterly and annual payroll tax reports.
• Providing balance sheets, income statements, and other financial statements.
• Preparing all required business tax reports and filings.  

Financial Statements

We provide three levels of financial statement services.  This service is tailored for your budget to provide you with the best financial preparation services possible without compromising professional standards.  If your firm needs in-depth financial data, with charts and graphs, we will provide you with that level of service.

Financial Forecasting and Projections

Does your firm need budgets?  Do you want to know when your cash will be coming in to pay expenses and payroll?  Budgeting and cash flow analysis are just two of the many forecasting tools available to assist you in keeping your firm in the black.

Tax Services

We provide all levels of tax services and can prepare income tax returns for many entities including, but not limited to individuals, L.L.P. and general partnerships, joint-ventures, Limited Liability Company, trusts, estates, C-Corporations and S-Corporations.  If your needs include state franchise, payroll, or sales tax reporting, we can provide those services as well.

Tax Planning Services

We start all of our tax service work with tax planning evaluations.  We consider it our duty to provide clients with tax planning at all levels, and for future years every time we prepare a return.  The time to plan for taxes is not in January, but now, while there is still time to take advantage of some of the new tax laws enacted in the Jobs and Growth Tax Relief Reconciliation Act of 2003.

IRS Representation

If you have the IRS continuing to contact you regarding outstanding balances owed or supposedly owed, and need some relief, we are here for you.  We are prepared to assist you and represent you if needed before the IRS.

Payroll Services

Payroll issuance and tax compliance is a burden your firm does not need.  We can provide you with weekly, bi-weekly or monthly payroll services to include the issuing of checks and completion of cumbersome payroll tax forms.

Sales Tax Services

Sales Tax issues abound within the various states.  They are almost as complicated as the Federal Tax Code.  We can prepare sales tax returns and consult your firm as to the proper administration of the sales tax laws in your state.

Accounting Software Selection and Implementation

We can provide any consulting for your data processing needs.  Our services include, but are not limited to hardware and software evaluation, selection and implementation, network planning, capacity planning and records retention, training, disaster planning and recovery, document scanning and storage.

Type of Entity Selection

If you are still managing your business as a sole proprietorship, it might be time to change your entity structure.  Consulting you on a more effective entity to lessen personable liability with a greater tax savings is a main service we have been providing for years.  We can help you make the transition of your entity or start up company so easy, it just might be time for you to consider changing your business entity to a C-Corporation, S-Corporation, Limited Liability Company or Professional Corporation. 

Business Valuations

Business valuations are performed for a variety of reasons, including the following:

• Selling or buying a full or partial interest in a business
• Corporate or partnership dissolution or re-capitalization
• Tax planning for divorces
• Allocation of goodwill and buy-sell agreements
• Insurance bank financing
• Mergers and arbitration

Estate Planning

Estate planning is one of the most complicated, but financially rewarding undertakings anyone can provide for their family.  Entrepreneurs spend a lifetime accumulating wealth from business ventures, but lack of estate planning can wipe out over 50% of that wealth.  These problems can be avoided with careful planning.  There is never a good time for estate planning.  The only choice is to make the time, and the sooner the better.  Steps taken now will ensure your heirs are provided for in the way intended.

Retirement Planning

With the many choices provided by the last few years of legislation, retirement planning has become very complicated depending on your entity structure and goals.  With proper planning, quick and easy retirement accounts can be established with substantial tax savings, and more complicated plans are available to firms that need more than a simple IRA.

Management Advisory Services

In today’s marketplace companies tend to run lean.  Planning and implementing strategic projects with limited resources is one of many issues facing managers. We can provide experienced consultation that can often add the additional expertise, knowledge and bandwidth to better plan and implement the programs that increase your organization’s competitiveness and bottom line.

Pension and Profit Sharing Accounting

From tax returns to accounting and allocating, we can provide your firm with the tools and expertise to assist in preparing the required statutory forms and documents for you to provide your employees, state and federal agencies.

New Company Setup

If you are planning to start a new business venture or go into business with an associate, friend or family member, the best time to prepare for the long hard road of endless paperwork is now.  We evaluate the proper entity structure for you, minimize your tax liabilities and keep you legal with all the necessary paperwork your firm will be required to complete.