Services

BUSINESS ENTITY SELECTION

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.

PAYROLL SERVICES

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 service. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. In many cases, the use of a payroll company can be a more cost-effective payroll method for the client. We can assist you in setting up all documents for the payroll company.

SALES TAX SERVICE

Many of our clients are responsible for collecting and submitting state, city, and county sales taxes, and we can assist your company in the compilation of information and preparation of these tax returns in an efficient and timely manner.

TAX PLANNING & PREPARATION

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

ESTATE & TRUST TAX PREPARATION

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.

MULTI-STATE TAX RETURNS

Our firm has experience in filing taxes from the East Coast to the West Coast.  If your individual or business tax return involves multiple states, we can help in the preparation and filing.

IRS REPRESENTATION

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.[

NOTARY PUBLIC

BUSINESS CONSULTING

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

CASH FLOW & BUDGETING ANALYSIS

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

RETIREMENT PLANNING

A properly structured retirement plan enables you to face any retirement challenge that may present itself at each stage of your life. Through the retirement planning process, we can help you assess your retirement needs and develop strategies that will enable you to achieve your goals and strengthen your retirement security. Successful implementation and periodic review of your retirement plan will ensure financial independence during your working years and through your retirement years.

PENSION & PROFIT SHARING PLANS

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 advisor can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

CORPORATE BOOKKEEPING

Accounting Software

Quickbooks – Certified Quickbook ProAdvisor Training & Setup

Bookkeeping

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can do your business bookkeeping, or we can provide you with software that interfaces with our software to assist you in managing your business.  We can train you in entering your monthly income and expenses and in reconciling your bank accounts.  We are also Certified Quickbook Pro Advisors and can assist you in setup and training. With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. Our experienced staff can help you choose and implement the system that best fits your needs.

FINANCIAL FORECASTS & PROJECTIONS

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

ESTATE PLANNING

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.