Our firm offers professional preparation of all federal, state, and local income tax returns.
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. Annually or as often as necessary we will prepare tax projections to monitor our client’s taxation issues.
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.
Our firm utilizes the services of our recommended professional payroll service providers. (click here for our recommended professionals page)
Estate, Gift and Trust Tax Return Preparation
Our firm provides preparation of federal and state estate, gift, and trust tax returns.
Our firm provides full-charge bookkeeping services, utilizing Quick Books software. We are familiar with the various different types of accounting software products specific to industries.
Business Succession Planning
Stop wondering if and how your business will continue without you there. When its time for transitioning your business we can assist in the process of 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
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms, as well as the tax consequences.
Our Company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Cash Flow & Budgeting Analysis
Our firm offers cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Mergers & Acquisitions
Our firm is experienced in Mergers and Acquisitions and can help you perform all financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.