TAX AND SMALL BUSINESS CLIENT SERVICES
 

 

GENERAL BUSINESS SERVICES  

TAX RELATED SERVICES  

FINANCIAL STATEMENT SERVICES

 
 


Accounting system evaluation and selection
Proper design and implementation of accounting systems can mean the difference between a successful business and an unsuccessful one. Making sure your accounting system is operating as effectively and efficiently as possible is one of our major goals. We will work side by side with you in creating an accounting system to help you meet the vigorous and demanding needs of todayís business world.

Business buy/sell advising
Proper structuring of the purchase or sale of your business is critical. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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.

Business entity selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietorship, limited liability company) is a crucial decision that can have long-term tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Cash flow and budgeting analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial goal setting and budgeting
Goal setting and budgeting can and should be the foundation for all sound business decisions. We can help you establish achievable goals and budgetary standards that can be measured.

Internal control consulting
Recent events have increased public focus on internal controls. We can help your business review its internal controls and discuss the relative strengths and weaknesses of various alternative procedures.

New business start-up consulting
When you decide to start a new business, there are many issues to consider. Issues that we can help you with include entity selection, record keeping, and registration with various taxing authorities.

QuickBooks training and support
QuickBooks can be a very useful tool if set up and used properly. We can help set up QuickBooks to meet the needs of your business, while offering the support necessary to make sure it is providing the information needed to run your business smoothly.

Retirement planning
We can help you create and/or review a financial plan to reach your financial independence goals.

Estate and 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.

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, state and local tax agencies.

Payroll and business taxes
We provide payroll and business tax return services on a monthly, quarterly or annual basis. We also provide assistance with W-2ís and 1099ís.

Pension and profit sharing plans
Qualified retirement plans (e.g., defined contribution or defined benefit plans, Keoghs, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Tax planning
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. 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.

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.

Audited financial statements
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Reviewed financial statements
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Reviews differ from audits and compilations, as they are generally limited to inquiry and analytical procedures conducted to provide limited assurance.

Compiled financial statements
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 information that you provide and are primarily for internal use as no assurance is expressed.