Services

If you are looking for a firm that will focus on your business and individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services to a select client base but small enough to give you the individual attention you deserve.

Accounting Services

Monthly and Quarterly accounting services are available to small business owners 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. Services are customized to fit each client’s accounting needs and include a range of services such as general ledger review and adjustments, After-the-Fact Bookkeeping, bank reconciliations, light payroll services and quarterly/annual payroll filings, 1099 preparation, sales tax reporting, financial statement preparation, other general accounting consulting and QuickBooks assistance.

 

Business Consulting

From business entity selection – LLP, LLC, Sole Proprietorship, partnership, or corporation to helping you deal with many business problems or opportunities, assisting with questions related to expanding, selling or restructuring your business, as a true business partner, we stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. We have the necessary business acumen and analytical resources to help you make the right decisions. We can explain each option and its implications. As your business grows and changes, the type of business entity you choose and the its operational system may need to change also.

 

Business Tax Planning and Preparation

Tax returns can be both confusing and time consuming. We understand that the details truly matter especially in this area, so we are diligent in researching every area of a business to maximize its return and make things as easy as possible. Whether you are a home-based business, franchise or small business, you need a solid business plan to insure you succeed. Our firm has the resources you need to help you not only answer the questions you have, but to uncover questions you should be asking. We will take the time to sit down with you to determine what plan best fits your business model.

 

Financial Planning and Investing

Our office works together with a team of local professional advisors to create a customized plan to help you plan for your financial future. Financial planning is critical in these uncertain times. Whether you are developing a retirement plan yourself or choosing a plan to offer to your employees, our team can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your financial situation. If you are choosing a retirement plan for your business, our team will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

 

Personal Tax Planning and Preparation

Individual tax returns can be just as confusing and time consuming as business tax returns. We understand that the details truly matter especially in this area, so we are diligent in researching every area of a tax law to minimum your tax liability. Our firm places special emphasis on taking care of personal tax returns for our small business owners. Where many accounting and tax firms are more interested in higher wealth individuals that command higher preparation fees, we dedicate the same client care no matter your income level. The national chain tax preparers’ place more faith in high volume, one-time walk-in clientele, we prefer to develop a relationship, as well as, provide quality tax preparation at affordable rates that are competitive with both the chain tax preparers’ and CPA firms.

 

IRS Representation

An Internal Revenue Service or state audit can be an intimidating and complex process. If you or your business face an IRS or state department of revenue audit, we can bring to bear years of experience dealing with tax matters and audit procedures to ensure that you are properly represented when dealing with tax authorities.