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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 Planning

Contact us for details

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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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