| Bookkeeping/Write-Up |
| 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 assist you with the
day-to-day tasks associated with bookkeeping. |
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| 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. |
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| Business Succession Planning |
| Effective
coordination of the transition of your business to your successors is
critical to ensure its continued success once you decide to remove
yourself from the company's day to day operations. With a solid
background in tax and other financial matters, we are fully qualified
to address the complex issues of business continuation and can assist
you in developing a strategically sound plan. |
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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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| Financial Statements |
| We
can assist you in the preparation of your financial statements in
accordance with professional standards, but express no opinion or any
other form of assurance on the underlying information included in them.
The financial statements produced can be a useful tool for management
for making financial decisions. |
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| 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. |
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| Sales Tax Services |
| Many
of our clients are responsible for collecting and submitting sales
taxes in many different vicinities. We can assist your company in the
compilation of information and preparation of sales tax returns in an
efficient and timely manner. |
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| 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. |
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| Tax Planning |
| Tax
planning is an essential element of the tax preparation process. By
making tax planning part of your overall business strategy, you can use
our experience and access to the most current new developments in the
tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| 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. |
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| Tax Services |
| We
prefer to take a proactive vs. reactive approach to tax services. By
keeping current on new tax laws and legislation, we are in a position
to identify key tax planning opportunities that minimize both your
current and future tax liabilities. We provide our individual and
business clients with the taxation expertise and knowledge that they
deserve throughout the year. Tax services offered include but are not
limited to: *Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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