Nonprofit Organizations
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Other Services
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Accounting Services
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Compilations
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Bookkeeping /
Write-Up
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Financial Statements
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Tax Services
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Tax Planning
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Tax Preparation
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IRS Representation
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Estate & Trust Tax
Preparation
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Business Consulting
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Nonprofit Organizations
We can assist in establishing status as
a nonprofit organization. Our services
include providing ongoing assistance in
maintaining proper financial records and
preparing the required government
reports. |
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Other Services
Due to our diverse client base, we
encounter a wide array of financial and
tax issues. As a result, we have gained
valuable experience over the years in
numerous specialized areas, many of
which are listed below. We feel our
ability to provide such a variety of
services reflects our versatility and
competency, as well as our dedication to
quality client service.
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Accounting Services
Providing financial information to our
clients in a timely and accurate manner
is a commitment that we feel cannot be
compromised. Meaningful, well-organized
financial records ensure that your
business operations will run more
efficiently on a daily basis. Our firm
provides a full range of cost effective
accounting services including the
following:
- General ledger &
financial statement
preparation
- Bookkeeping
(Monthly/Quarterly/Annual)
- Accounting system setup
for new businesses
- Computerized payroll
services
- Business tax return
preparation (Sales &
Use/Business Property)
- Personal financial
statements
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Compilations
We view our role in the financial
reporting process as an opportunity to
provide constructive solutions for
maximizing your company's profitability
and efficiency. Compilations differ from
reviews and audits as they are based
upon client information provided and
used primarily for internal use only as
no assurance is expressed. |
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Bookkeeping/Write-Up
Meaningful, well-organized financial
records ensure that your business
operations will run more efficiently on
a daily basis and are the foundation of
a successful business. Our qualified
staff can assist you with the day-to-day
tasks associated with bookkeeping. |
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Financial Statements
We can assist you in the preparation of
your financial statements in accordance
with professional standards, but express
no opinion or any other form of
assurance on the underlying information
included in them. The financial
statements produced can be a useful tool
for management for making financial
decisions. |
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Tax Services
We prefer to take a proactive vs.
reactive approach to tax services. By
keeping current on new tax laws and
legislation, we are in a position to
identify key tax planning opportunities
that minimize both your current and
future tax liabilities. We provide our
individual and business clients with the
taxation expertise and knowledge that
they deserve throughout the year. Tax
services offered include but are not
limited to:
*Tax planning & return preparation -
Individuals - Corporations -
Partnerships - LLCs/LLPs - Estates,
trusts & gift - Not-for-profit
organizations *Taxing authority
representation *Divorce and support
issues *Tax effects of buying/selling a
business |
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Tax Planning
Tax planning is an essential element of
the tax preparation process. By making
tax planning part of your overall
business strategy, you can use our
experience and access to the most
current new developments in the tax laws
to minimize both your current and future
tax liabilities. |
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Tax Preparation
Our significant investment in
computerized tax preparation and
research software enables us to
accurately and efficiently prepare
returns for various types of entities
including individuals, corporations,
partnerships, trusts, estates, and
not-for-profit organizations. |
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IRS Representation
During our years of experience dealing
with many taxing authorities, we have
achieved a level of competence that can
ensure our clients they are being
properly represented before the various
federal and state tax agencies. |
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Estate & Trust Tax
Preparation
Effective estate and gift planning
facilitates the orderly transfer of
assets to your beneficiaries, provides
security for your surviving spouse, and
can reduce or eliminate the tax due on
the transfer of your business and other
assets. For business owners, providing
for business continuity and succession
of ownership is essential. We can guide
you through the complex process of
getting your financial affairs in order. |
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Business Consulting
We gauge our worth by the personal and
business successes of our clients. We
can help your business identify areas
negatively affecting profitability and
growth and develop solutions that are
practical and technically sound. In
addition to acting as a sounding board
for management, we provide
comprehensive, flexible strategies that
address the issues affecting your
business. |
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