Services

We provide a broad range of services to assist clients in managing their business, increasing profitability and minimizing their tax liabilities, which will help them maintain and secure a sound financial future in this ever-changing financial environment. The following are the services offered by our firm:

Tax Management & Compliance Services

We use our expertise to accomplish our clients’ most important goal – minimizing their tax liability through planning and constant monitoring of changes in the tax laws and regulations. We work with our clients to assist them in achieving their long-term goals and shaping their financial future. We believe the best way to maximize tax savings and increase cash flow is through ongoing tax planning conducted throughout the year. Our goal is to exercise all possible tax advantages to improve our clients’ financial strength, whether that client is an individual, corporation, partnership, trust or estate, along with advising about various state nexus issues.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Issue compilations
  • Bookkeeping/write-up (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Employee benefit and profit-sharing plans
  • Business tax planning
  • Litigation support
  • Quarterly & annual payroll filing with federal & state
  • Accounting software selection & Implementation

Real Estate Tax Services

Assistance with real estate transactions: like kind exchanges, capital gain planning or assistance with complex depreciation issues.

Estate and Trust Planning and 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.

Financial and Retirement Planning

Our goal is to help you achieve your financial goals and attain security and financial independence upon retirement. We can assist you with asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can assist in ensuring your portfolio will take into account tax implications for an advantageous after-tax return.

IRS & State Representation

Having the proper representation is essential during an audit with the IRS or one of the state agencies. We can provide competent representation before the many taxing authorities at the federal, state and local levels.

Entity Selection

Choosing and maintaining the appropriate tax entity can be one of the most important decisions a new business will make. From the business’ startup and ongoing through its existence, we will advise you on choosing the correct structure and advising on any necessary changes that may be more beneficial.