Tax Management

We are always educating ourselves to ensure we are current on the constantly changing federal tax code, state law and related regulations and authority that can impact your tax planning and filing. We in turn help you make decisions that will result in your keeping more of your hard earned income and lower your tax liabilities as much as possible. We work with other professionals to ensure your personal and business financial plans are in order and properly addressing any federal, state, estate, gift or transfer tax liabilities. We don’t just help you file your tax returns; we help you plan well in advance of filing so you can make informed decisions while you are running your business. It is important to remember that our professionals consider all the variables in your life and your business all of the time, and we apply great skill and experience to every situation.

Accounting Services

We help individual professionals, businesses that are just forming, as well as established businesses minimize liability and maintain profitability. We help our clients strategize for success. We offer assistance and guidance with record-keeping and reporting to help you effectively manage your current business finances and plan for the year ahead.

Our accounting services include (but are not limited to):

  • Accounting system setup and advice
  • Bookkeeping
  • Cash flow budgeting and forecasting
  • Corporate tax planning and return preparation
  • Employee benefit and profit-sharing plans
  • General ledger and financial statement preparation
  • Litigation support and forensic accounting
  • Payroll processing and tax reporting
  • Personal financial statements

Assurance and Advisory Services

In today’s economic market it is becoming more commonplace to be asked to provide assurance to lenders or other third-parties for virtually any financial maneuvers that might be necessary in your day-to-day business operations. We specialize in assisting our clients meet these demanding requests because we focus on building close client relationships that add long-term value to our ability to provide such services in an informed and efficient manner. We make it our business to know where you’ve been and where you are heading so that we can help weather the challenges of operating a business while helping you reach your goals.

Our assurance and advisory services include (but are not limited to):

  • Accounting software selection, implementation
  • Audits, reviews and compilations
  • Business valuations
  • Business succession
  • Debt and finance advising
  • Entity organization selection and restructuring
  • Financial and retirement planning
  • Financial projections and forecasts
  • International taxation
  • Mergers and acquisitions
  • Transaction structuring and negotiations

Estate Planning and Estate or Gift Tax Preparation

Our role is to assist the planning process and to help navigate the complex and ever evolving tax laws and regulations to maximize tax benefits while minimizing any transfer tax liability. We will work with other professionals to ensure your wishes are effectively drafted, and perhaps more importantly executed, according to your wishes. We help businesses conceptualize and implement a succession plan that is good for you and your family, as well as your business. We are adept at preparing returns and understand the proper allocation of applicable exemptions and other important considerations when you are planning for the distribution of your assets or must settle the estate of a loved one.

IRS and State Agency Representation

Professional representation can be vital during an audit, and we are happy to contribute our skills and experience to your interaction with the taxing authorities. We know it can be stressful to receive a notice from the IRS or a state agency, but it is our business to provide you with the peace of mind that comes with having professional representation throughout the process. We help our existing clients, as well as new clients, navigate through an audit or limited scope audit and we work hard to achieve a positive outcome for you.