Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you have complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, non profits, partnerships, and fiduciaries.
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.
Careful tax planning is the most essential step in preparing our clients� income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
Estate, Gift And Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
The intricate laws of differing international tax jurisdictions have the potential for many pitfalls including double taxation. Whether your business is considering overseas expansion or is looking to qualify for tax-advantaged treatment under NAFTA, our international tax services can help you understand how foreign tax laws can affect your business.
Irs And State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
We provide a comprehensive payroll service customized for your specific needs�giving you flexible personalized service from our knowledgeable staff. Our service includes check printing, direct deposit of paychecks, electronic tax payments and tax filings, complete compliance, and more. You will receive all the payroll reports you need to run you business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.
We also offer a state-of-the-art payroll processing system that that lets you collaborate with us by setting up information on your company and employees, and then enter your regular payroll data and print the paychecks, while we take care of scheduling your tax payments, paying electronically, filing your payroll tax forms, and processing the W-2s and W-3. And because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.
Personal Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include investment counseling, retirement planning, college funding, estate planning, and many more.
The costs of a college education are continually rising, far outstripping the normal rate of inflation. We will help you determine your best approach to save for your children�s education, which could be either a 529 plan, prepaid tuition plan, or Coverdell account. We�ll also help you take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals, time horizon, and risk tolerance into account.
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs. We can analyze your projected income and expenses and suggest investment funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations.
Software And Technology
You are ready to move into the computer age, but you have fears of expensive, unsuitable software, fourteen year-olds hacking into your server, and systems crashing. We understand your fears and we will work with you to setup an efficient, user-friendly computer system. Our business-savvy computer technicians and programmers can explain even the most advanced high-tech concepts in plain English. Whether you want to set up a computerized accounting system, a computer network, or even an online web store, our firm can help.
Our firm is well aware of the tax compliance and technological challenges you face when you are considering Internet Commerce ventures. We will be happy to help.
Accounting And Auditing
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash Flow And Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Compilation, Review, And Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
For Users Of Accounting Relief
We also offer Accounting Relief, an ideal accounting package that lets you collaborate with us by entering checks, deposits, or bookkeeping transactions on the same system we then use to analyze your trial balance and prepare your financials. We are able to customize this system for your benefit, so that it provides an ideal comfort level depending on your needs and your background in accounting. Because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.
Incorporation And New Business Analysis
Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.
Employment Benefit Plans
Our firm can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. We can help you weigh the complex benefits and costs posed by today�s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance, and health insurance plans.
Our firm provides cost-effective business valuation services, quickly and efficiently.
Buying And Selling A Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Bankruptcy is one of the most frightening words to hear when you are running a business. However, Our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.
Mergers And Acquisitions
Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.
We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business�s full profit potential.
Financial Forecast And Projections
We provide complete financial and business forecasting services, including proforma projections. We can also create customized �What If� planning scenarios to help management foresee and plan for unexpected business contingencies.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.