Our Services

The following are a few of the professional services we can tailor to your individual and business needs:

INDIVIDUAL SERVICES>
TAX PLANNING, SERVICES, & SUPPORT
PERSONAL FINANCIAL PLANNING
ESTATE PLANNING
LITIGATION SUPPORT & DIVORCE ASSISTANCE
ELDER CARE
PERSONAL FINANCIAL STATEMENTS
BANK FINANCING ASSISTANCE

TAX SERVICES>
TAX PREPARATION
TAX PLANNING
TAX PROBLEM MITIGATION

QUICKBOOKS SUPPORT>
BOOKKEEPING SET-UP &/OR TUNE-UP
QUICKBOOKS TRAINING & TIPS
PRO ADVISOR SOFTWARE PURCHASE DISCOUNTS

BUSINESS SERVICES>
TAX PLANNING, SERVICES & SUPPORT
NEW BUSINESS FORMATION
SMALL BUSINESS ACCOUNTING
PAYROLL MANAGEMENT
PART-TIME CFO SERVICES
CASH FLOW & BUDGETING ANALYSIS
REVIEWS & COMPILATIONS
FINANCIAL PROJECTIONS & FORECASTING
BANK FINANCING ASSISTANCE
STRATEGIC BUSINESS PLANNING
COST SEGREGATION STUDIES
LITIGATION SUPPORT & EXPERTWITNESS
SUCCESSION PLANNING
INTERNAL CONTROLS

1

BUSINESS SET-UP & ENTITY SELECTION

Starting your new business and selecting the optimal form of entity (Sole Proprietorship, LLC, Partnership, S-Corp, C-Corp, etc.) can be challenging. We can offer valuable advice based on your individual situation and set-up your chosen entity fast.

Tax planning

TAX PLANNING AND SERVICES

Tax time comes around every year whether we like it or not. Our experienced team is here to help you prepare for books, plan your strategies, and perform the tasks needed to optimize your tax time opportunities and tax savings. 

 

3

TAX RESOLUTION AND REPRESENTATION

If the tax man comes knocking and stressful tax notices start arriving at your door, we are here to help represent your best interests and strategically arrange tax resolutions to minimize your tax problems.

 

4

PAYROLL SERVICES

Keeping employees happy and paid prompt is always a good policy for any business. We are here to help you process your payroll more efficiently and stay up-to –date with all tax compliance reports and changes.

 

5

BOOKKEEPING & QUICKBOOKS CONSULTING

Properly tracking your business activities in a well-organized bookkeeping system is vital to run your business more efficiently and improve strategic decisions as you go along. Our team includes knowledgeable bookkeepers and QuickBooks Pro Advisors to assist in day-to-day tracking or valuable training/consulting, if you tackle these important tasks on your own.

 

6

PART-TIME ACCOUNTING & CFO OUTSOURCIING

Many small businesses, new entities, non-profits, and local government entities understand the benefits of professional financial advice but do not have the resources yet to train and pay a full-time employee to fill that need. Our team has the ability to provide tailored professional management services to eliminate the burdens, risks, and uncertainty of running your accounting department with untrained staff.  We can even help you find qualified staff, train existing staff, and/or oversee in-house accounting departments when you are ready to tackle accounting tasks and control on your own.

 

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CASH FLOW & BUDGETING ANALYSIS

A detailed understanding of your cash resources and budgeting efforts will help improve business liquidity, reduce costs, and increase profitability. Our team can coordinate efforts to analyze spending, prioritize efforts, re-balance your debts, and develop a business plan and structure that can prepare for market challenges and continued success.

 

8

FINANCIAL PROJECTIONS & FORECASTING

Future planning is an art rather than a science, but it is important to have goals and strategies to increase your ability to prosper in an ever changing world. Forecasting and reviewing market trends will help guide you as daily challenges and opportunities arise.

9

REVIEWS & COMPILATIONS

Many organizations should require or could greatly benefit from an accounting “review” or “compilation” report from out-side accounting experts.  Our team is here to provide those formal assurance services and provide valuable consulting when the need arises.

“Reviews” are engagements that provide limited assurances to outside interests and involve inquires and analytical procedures that confirm financial statement matters and identify any unusual items requiring further analysis.

“Compilations” are engagements usually requested for internal purposes and are based upon information provided by a company’s management. While compilations do not offer assurances on the information, it is good to have experienced accountants look over and format your financial statements so important consultation and adjustments can be recommended to increase record reporting accuracy for your organization.

Portrait Of Female Executive With Office Meeting In Background

ESTATE & SUCCESSION PLANNING

Planning and preparing for the next generation is important to allow your business and assets to continue to grow or provide retirement benefits at the right time. We can help guide the transfer to reduce probate issues and the tax impact for you and your beneficiaries.

11

MERGERS, ACQUISITIONS, & SALES

Business transfer evaluations and transitions are complicated activities.  Whether you are buying, selling, or considering a merger, we are here to help successfully structure the agreements and negotiate the deal.  Careful due diligence and tax planning makes a big difference in reaching your ultimate goals

12

DEBT & FINANCING ADVICE

Getting the funds to expand or reorganize your business and personal acquisitions takes careful review and preparation. We have knowledge and relationships in the banking industry to help find the debt solutions that are right for your success.

14

LITIGATION SUPPORT & EXPERT WITNESS

When ligation problems arise in business dealings, finance investigations, marital disputes, bankruptcies, and more, we can help compile your records to support your case and assist your legal representatives in getting the best personal and tax planning outcomes for your settlements.