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
Our Firm offers a complete range of accounting services. We prepare compiled and/or reviewed financial statements in accordance with Generally Accepted Accounting Principles (GAAP). Our firm will also prepare custom financial reports for internal, managerial use.
Accounting Software Selection & Implementation
Our firm will help you choose the best accounting software to meet the needs of your business and to help your business achieve greater efficiency.
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.
Business Succession Planning
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
If you are buying or selling a business, we can offer advice for structuring the transaction in order to minimize the tax effects and help you obtain the best possible price.
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.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
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.
Stock Option Planning
Our firm understands the varying complexities associated with the exercise and sale of stock options. We will help you minimize the tax consequences related to otpions and maximize your overall return.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to help our 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.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns.
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.