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Client Services
Our
firm has the resources, experience, and depth of
knowledge to offer the following services to both
individuals and businesses. We can deliver the
services you need in a professional, fast, and
cost-efficient manner.
Accounting
Services
Accounting
Software Selection & Implementation
Bookkeeping/Write-Up
Business
Succession Planning
Business
Valuations
Buying
& Selling a Business
Cash
Flow & Budgeting Analysis
Consulting
Services
Estate
Planning
Estate,
Gift and Trust Tax Return Preparation
Financial
Forecast and Projections
Financial
Planning
Financial
Statements
Fraud
Prevention & Detection
IRS
and State/Local Representation
Management
Advisory Services
Mergers
& Acquisitions
Payroll
Services
Retirement
Planning
Sales
Tax Services
Tax Services
Accounting
Services
Our firm offers a complete range of
accounting services, including
receivables and payables and payroll
management. We prepare financial
statements in accordance with generally
accepted accounting principles for uses
by banks, investors and other third
parties. Our firm will also prepare
custom financial reports for internal and
managerial use.
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Accounting
Software Selection & Implementation
Sample description of Accounting
Software Selection & Implementation
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Bookkeeping/Write-Up
Our firm provides full-charge
bookkeeping services, including general
journal and subsidiary ledger
maintenance, bank statement
reconciliation, and receivables and
payables tracking and analysis.
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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.
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Business
Valuations
Our firm provides cost-effective
business valuation services, quickly and
efficiently.
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Buying &
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.
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Cash Flow
& 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.
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Consulting
Services
Our company offers a wide range of
consulting services to help you improve
business operations, boost efficiency,
and increase the bottom line.
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Estate
Planning
Our firm offers estate planning
services so you can minimize both federal
and state estate tax liabilities. We will
endeavor to protect your heirs from the
unneeded emotional devastation that can
be caused by estate tax levies.
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Estate, Gift
and Trust Tax Return Preparation
Our firm provides expert
preparation of federal and state estate,
gift, and trust tax returns.
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Financial
Forecast and Projections
Our firm provides complete
financial and business forecasting
services, including proforma projections.
We will also customize What If planning
scenarios to help management foresee and
plan for unexpected business
contingencies.
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Financial
Statements
Our firm prepares professional,
GAAP-compliant financial statements as
well as tailor-made financial analyses
that can help business owners and
managers eliminate inefficiency and
realize a businesss full profit
potential.
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Fraud
Prevention & Detection
Nobody likes to think about being
robbed by an employee, but it can happen.
Our firm has the knowledge to protect
your assets from employee theft and can
implement and systems to detect and deter
fraudulent activity.
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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.
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Management
Advisory Services
Our firm offers complete management
advisory services, including systems
implementation and management, cost
controls, employee benefit plan
restructuring, and much more.
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Mergers &
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.
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Payroll
Services
Our firm offers complete payroll
tax reporting services. We prepare all
federal and state returns and offer full
magnetic media and electronic filing
capabilities.
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Retirement
Planning
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
can analyze your projected income and
expenses and suggest investment funding
techniques to help you make sure that
your golden years 10, 20, and even 50
years from now live up to your
expectations.
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Sales Tax
Services
Our firm prepares all sales tax
filings and offers full sales tax audit
representation.
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Tax
Services
Our firm offers a full range of tax
planning and compliance services. We
continuously monitor federal, state, and
local tax law changes to allow our
clients to minimize current and future
tax liabilities. We can implement
tailor-made due-date tax compliance
monitoring systems to prevent costly
interest and penalty assessments
attributable to late filing. Our firm
also prepares all federal, state and
local tax returns for individuals and
businesses.
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