We provide multiple types of services to meet your needs for your business.
ACCOUNTING SERVICES
Accounting services from start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We will steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues.
These services include but are not limited to:
- Monthly Write-Up Services – General Ledger Accounting
- Complete Payroll Services
- In-house Accounting Assistance
- Cash Flow and Budget Analysis
- Audited and Reviewed Financial Statements
- Litigation support
TAX SERVICES
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
These services include but are not limited to:
- Tax Return Preparation – Income – Estate – Fiduciary
- Income Tax Planning
- Estate and Gift Tax Planning
- Representation at Tax Examinations
- Filing of Back Taxes
PLANNING AND MANAGEMENT ADVISORY SERVICES
Business Formation and Consulting: Based on the organizational needs and interests of the various persons involved, we will explain the advantages and disadvantages of the different entities and help identify and register the most appropriate structure to meet the needs of the individuals and business.
Financial, Retirement and Estate Planning: Our goal is to help you reach your financial goals and maintain financial independence through a full range of planning and preparation. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.