Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting
We specialize in Zoho Books. As a Zoho partner we install, set up and train business owners and their staff. Whether you are just starting up or ready to convert from QuickBooks, give us a call for a free demonstration.
Having used QuickBooks desktop for a couple decades, we can train you on how to use QB efficiently, as well as QuickBooks Online.
We support and offer accounting services for the Real Estate Rental software: Appfolio and Rent Manager.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Click here for the Document Requirement List
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Payroll Services
When it comes to paying your employees, the IRS has made it a time consuming nightmare. We offer payroll services that meet your business’s needs and enable you to spend time doing what you do best, running your business.
Why partner with us for your payroll?
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Lower your Payroll Cost – Our fees are lower than ADP and Paychex, and we provide easy access to personalized service .
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Save Time – Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system–no more data entry, no more researching updates or new laws, no more worries.
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Eliminate Penalties – Eliminate the risk of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex. How much time do you want to spend learning all the rules and keeping your information up to date?
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Focus On Your Business – Our professional staff allows you to focus on the core competencies of your business.
Retirement Planning
It’s Never Too Early To Start Planning For Retirement
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road.
That’s no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it’s important to understand the tax implications of your retirement planning choices.
If you’ve already started saving for retirement, are you confident that you’re saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement plan for you?
If you haven’t started saving for retirement, we’ll help you figure out a plan that works for you and your family.
Retirement Planning Services:
When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience. Here’s what we do for you:
- Evaluate your current financial situation, including assets and liabilities.
- Create a budget that meets your retirement goals, including how much you need to contribute to your current retirement plan to meet those goals.
- Review your Social Security account to determine the best time to begin taking your benefits.
- Make sure that you understand how other sources of retirement income affect the retirement planning process.
- Determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.
Isn’t It Time You Started Planning for a More Secure Financial Future?
Whether you’re already retired, close to it, or just getting started in your career, it’s never too early to start thinking about retirement planning.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.