We are committed to providing close, personal attention to our clients. We take pride in being responsive and available to our clients throughout the year. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and business relationships is indicative of our commitment to serving you with excellence.
Due to our diverse client base, we encounter a wide array of business and tax issues. As a result, we have gained valuable experience over the years in numerous areas, many of which are listed below. We believe our ability to provide a variety of services reflects our versatility and competency, as well as our dedication to client service.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide experienced advice for improving your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping and recordkeeping.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
We believe in a proactive approach to tax preparation and consultation. By keeping current on new tax laws and legislation, we are prepared to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they expect throughout the year. Tax services offered include:
Tax planning and preparation is the key ingredient that many of our individual and business clients require from us. Whether you are an individual or a multi-tiered partnership, our experienced staff will work with you to develop tax strategies that take advantage of new tax laws and legislation.
Estate & Trust Tax Preparation
The top estate tax bracket is 50%. The Estate tax can significantly reduce the amount of your assets that pass to your beneficiaries. 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.
We listen to our clients, review their situation and provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Effective estate 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.
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.