| Initial Assessment and Recommendation |
| At the outset we prefer to come to your location to better understand your business and financial goals. This discussion usually takes about an hour with the focus being on your business, your current financial procedures and your objectives. We recognize that sometimes the demands of a running a business prevent the implementation of desired financial disciplines. At the close of the initial discussion we will propose some "next steps" to optimize your processes and your financial position. |
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| Tax Returns, Federal and State ,Sole Proprietorship, Corporations, LLC's, LLP's, and Partnerships |
| Our team draws on extensive experience and expertise to keep tax liabilities at a minimum. We assist in both the formation and management of the various legal business entities. If ever necessary, we represent our clients before the IRS. |
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| Financial Counseling |
| Where appropriate, we offer an in-depth study of your cash management processes and practices with recommended solutions and an implementation strategy. |
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| Audit and review |
| Periodic examinations of financial statements may be required by banks or bonding companies. However, these also provide useful checkpoints for you as a business owner. An audit or review typically includes an updating of business transactions with an assessment of progress toward established targets. |
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| Periodic financial statements |
| Often our clients request monthly or quarterly reviews of key financial targets provided in an executive summary. When appropriate we also provide observations and recommendations to achieve your annual plan. |
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| Bookkeeping |
| We are prepared to assist with whatever level of support your business requires, from manual updates to maintaining your software entries. Our services will allow you to focus on your business, confident that financial records are current and accurate. |
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| Tax Planning |
| Our clients benefit by outlining a tax strategy well in advance of filing dates. We will act as your partner in assessing needs and structuring an aggressive yet appropriate plan. We can also remove the burden of periodic tax filings by assuming and managing this responsibility. |
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| Payrolll administration |
| Managing a payroll can consume valuable internal resources. We assist in administering staff payrolls, streamlining the process and freeing internal support for more profit-oriented activities. |
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| 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. |
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