We are committed to providing our clients with financial information in a timely and accurate manner. Financial records are more than numbers on a page, they are tools to organize and plan how to achieve more with your business. How to grow, and how to prosper.

We offer:

  • General ledger & financial statement preparation
  • Computerized payroll tax services
  • Business tax return preparation (Sales & Use/Business Property)
  • QuickBooks® Bookkeeping
  • Personal financial statements
  • Litigation assistance

Businesses constantly face myriad needs and issues. Our immersion in the field allows us to offer the expertise that can relive you of the time consuming issues. So you can focus on growing your business.

The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Financial & retirement decisions
  • Estate, trust & gift planning
  • Employee Benefits Consulting
  • Bookkeeping and related consulting services

Choosing the correct legal entity of your business from all the options such as:

“S” Corporation, Sole proprietor, Limited Liability Company, Partnerships, etc. is a crucial decision, which can have longstanding tax and liability implications. 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.

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.

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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.

Everyone dreads the call or notice. The IRS has gotten involved in your business, and it’s the last thing you need at the busiest moment. We know the anxiety, and we know the system. Let us deal with the IRS and make sure you never get railroaded into a bad situation, through ignorance or neglect. We offer very effective representation just when you need it most.

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position 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 deserve throughout the year.

Not-for-profit organizations are unique to the business world and we offer complete accounting and financial services to meet your every need, including:

  • Preparation of initial application for tax exemption
  • Federal and state information return preparation