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Services

We provide a wide range of services to individuals and businesses in a variety of industries.  We customize our services to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

We utilize ShareFile portals for our clients to store and keep the transfer of their data secure.  ShareFile has a robust phone app that has excellent document functionality in a secure environment.  The video below shows the power of the ShareFile phone app.

 

 

Our professional services include:


Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as; initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Accounting system setup and support
  • Financial statement preparation
  • Payroll processing
  • Business entity tax planning and return preparation
  • Cash flow budgeting and forecasting
  • Employee benefit and profit-sharing plans

Assurance and Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Transaction structuring and negotiations
  • Business succession

Business Valuation

If you are considering selling your business, the importance of valuing businesses is imperative. Through our affiliates, we can provide an in-depth analysis to help you identify the factors that drive the value of your company and determine its current market value. Uses for this service can include succession planning, estate planning and buying or selling businesses. There are many factors that contribute to the perceived value of a business and we can help you evaluate entities that you have an interest in and guide you towards making informed business decisions.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Our role, through our IT affiliates, can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. Our IT affiliates can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Payroll Services

Managing payroll can be a difficult and time consuming task. The importance of correct payroll processing, timely paid taxes and accurately filed tax returns are essential. Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Pension, Benefits and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Through our affiliates, we can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

We can offer the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization.

Installation

We install QuickBooks on your stand alone computer, network environment, or in the cloud.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with installation, setup or operation assistance. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We believe being proactive towards your taxes can eliminate federal and state penalties and minimize financial burdens imposed by tax deadlines. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role, through our legal affiliates, is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.


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