Services Offered
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
The 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.
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.
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.
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.
Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
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.
Sales Tax Services
Our firm prepares all sales tax filings for all states and offers full sales tax audit representation.
Accounting Software Selection
Authorized representative for sales and installations of Sage Software Solutions products featuring MAS90 and Business Works accounting software, familiar with most off-the-shelf accounting software and know which ones work for your business' needs.
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.
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.
Financial Planning
Complete financial planning by certified professional experienced in people's special needs at all stages of one's life.
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.
Benefit Plan Services
Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
Debt & Financial Services
We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.
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.
Bankruptcies
Bankruptcy is one of the most frightening words to hear when you are running a business. However, should it come to that, our firm will help you through the entire ordeal while guiding you through 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.
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.
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.
Litigation Support
We can provide a full range of assistance for you and your legal counsel.
Tax Planning
Our firm continuously monitors 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.
Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
Attest Services
Our Firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.
Business Valuations
Our firm provides cost-effective business valuation services, quickly and efficiently.
Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
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.
Computer Consulting
From your company's first stand alone computer to sophisticated POS and inventory systems for manufacturers and retailers, we can get you on the right track and using the appropiate technology without breaking the bank.
Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Pension & Profit Sharing Plans
Whether for a single person company or for a multistate conglomerate, we have the widest range of employee profit sharing and pensions plans available and can take care of the ongoing processing as well as finding the best plans for your company's circumstances.
Asset Protection
We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.
Expert Witness Services
Our firm offers expert witness testimony in the areas of business valuation, accounting malpractice and other matters requiring forensic accounting expertise.
Property & Casualty Insurances
The firm offers all Property and Casualty insurances including Auto and Motorcycle, Homeowners, business liability, Fire and Theft, Flood, etc. with licensed professionals to help determine your insurance needs.
Investment Review
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
Employment Benefit Plans
From health and disability, to life insurance, college funds, and profit sharing, we have the complete range of benefits components to meet your business' means and needs.
Internet Commerce
Our services include determining what internet presence and strategies could benefit your business, website design and content development, setting up ecommerce with secure transaction capability and Merchant Accounts.
Health & Life Insurances
For groups and individuals, we have all types of life insurance and annuities available for personal or business purposes as well as Medical, Disability and Long Term Care coverage.
Forensic Accounting
Our firm offers tailor-made forensic accounting services as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.
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