If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. We offer a full range of professional services to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
As your solutions partner, we’re available to help you deal with any business problem or opportunity. We ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity type that you select – LLP, LLC, sole proprietorship, partnership, or corporation – has enormous financial and tax consequences. Whether you’re starting a new business or want to understand how the Tax Cuts and Jobs Act of 2017 will impact your taxes, it’s important that you understand the impact of the entity type. We can explain each choice and its implications and, as your business grows and changes, we can make sure the type of business entity still best meets your needs.
Buying or Selling a Business
Few business decisions are more important, complex and potentially life-altering than a decision to buy or sell. When you’re ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Strong financial analysis opens up new opportunities to improve management, planning and decision making and provides the numbers to support or reject a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide strong financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for management decision making and represent your business to lenders, partners, potential buyers and other interested parties. We’ll work closely with you to develop financial statements that are meaningful to help you manage and grow your business.
Whether you’re facing an audit or you need to prepare an IRS Offer in Compromise, dealing with the IRS can be complex and intimidating. We have years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Offers in Compromise
When you fall behind on your IRS tax payment, you may be able to settle your debt for less than the full amount owed. An Offer in Compromise may stop wage garnishments and bank levies and help give you the fresh start you need.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact us to learn about the full range of services we provide.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge. We are well versed on the laws and regulations that guide/dictate/cover payroll and can proactively alert you to material changes that will affect your business and your employees. We’ll keep payroll running smoothly no matter how large or small your business.
Sales Tax Services
State and local tax authorities have become aggressive with sales tax collections and companies are facing a significant increase in their exposure to audits and unexpected liabilities. We can help you understand and manage your sales tax obligations, prepare sales tax returns efficiently and on time, and minimize your exposure to unexpected liabilities.
Tax Preparation & Planning
Proactive tax planning and professional tax preparation can help minimize your liability. We’ll help you manage your personal and your business tax issues, including understanding how upcoming business opportunities impact your federal, state and local taxes. By having us on your team, you’re more likely to benefit from tax-saving opportunities that might not be readily apparent. We understand how the latest federal, state and local tax legislation affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.