Accounting Services

Financial statements
Accurate financial information keeps your business running smoothly and is key to sustaining your business well into the future. We offer personalized financial statements, prepared in accordance with GAAP standards, designed to help you identify opportunities for increased profitability and growth.
 
Bookkeeping (Monthly/Quarterly/Annually)
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.  Our firm provides a full range of bookkeeping services, including journal and ledger maintenance, account reconciliation, and receivables and payables tracking and analysis.
 
Payroll services
As a business hires more employees the payroll administration can grow quickly.  We can assist you in implementing a reliable payroll system, preparing paychecks and direct deposits, filing payroll tax returns and paying the returns in a timely manner, all designed to fit the unique needs of your business and employees.
 
Assurance Services
Our firm maintains a close relationship with our clients and approaches assurance services with a management perspective, always looking to develop the best approach for our clients' individual needs.  We work with our clients to improve information or the context of information so that decision makers can make more informed, and presumably better, decisions.

Audit Services
The primary objective of an audit is to express an opinion on the fair presentation of the financial position and operational results of our clients.  Our audit philosophy is based on integrity, objectivity, independence and strict adherence to all professional standards, regulations and laws. 

Review Services
We review financial statements by making inquiries of management and performing analytical procedures. Our review report expresses limited assurance that there are no material modifications that should be made to the financial statements for them to conform to generally accepted accounting principles.

Compilation Services
We compile financial statements from client information in accordance with professional standards. For compilation services, no opinion is expressed about the underlying financial information.
 
Accounting Software Selection & Implementation
With the number of accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
 
Forensic Accounting, Fraud Prevention & Detection
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our skilled professionals are equipped to discover loss or illegal activities. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
 
 
 
 

Consulting Services

 
Business Entity Selection
One of the most important decisions facing a new business owner is the selection of the most appropriate legal entity for their new business.  When selecting among entity choices, it is important to consider the anticipated future ownership, profitability, and employee structure of the business—as well as likely tax law changes.  Our firm can assist you in making the correct choice while considering the full life cycle of the business and resulting implications of the selection.

Business Succession Planning
Whether you are selling your business, transferring ownership, seeking retirement, or facing a "forced-exit" such as bankruptcy or liquidation - planning your exit is a big undertaking that has implications on employees, your business structure, its assets, and your tax obligation.  Our professionals can help you develop a plan and protect you and your family when it's time, forcibly or not, to step away from your business.

Estate Planning
None of us enjoys thinking about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. Planning for your estate can be a complex and difficult process; our tax and financial planning experts can help you make the best decisions for your family now, as well as make adjustments as needed over time when your situations change.

Financial Planning
Our accounting professionals specialize in assisting clients with planning for the future, including investments, risk management, tax effects and other situations unique to their situations.  Let us assist you with finding solutions and the specific plan for your situation that will help you achieve your goals and dreams. 

Retirement Planning
Financial planning would not be complete without retirement planning.  Our firm assists clients along the path to and through their retirement years.  Let our professionals assist with your planning by providing the guidance, tools and expertise to help you plan for retirement on your own terms.
 
 
 

Tax Services

 
Tax Planning
Every financial transaction has the potential to affect your tax strategy and can make planning and filing challenging. Though filing happens once a year, planning for tax implications should be a year-round activity. Our firm will provide recommendations that will allow you or your company to reduce the overall tax burden and foresee a successful financial future.

Tax Preparation
Our tax professionals can assist you with tax preparation for all your personal and business needs. A significant investment in software for tax preparation assists in ensuring accuracy, although it is the individual expertise of our tax preparers and the knowledge of our clients and their unique situations that allows us to continually offer expert service and solutions.
 
Estate & Trust Tax Preparation
We have income tax return preparers that have a vast amount of experience in preparing fiduciary income tax returns. Knowing the available elections, distributions rules, and filing deadlines is essential in competent administration.  Our professional staff stays informed on recent legislation regarding the federal estate tax and current filing requirements and looks for planning opportunities that may save your estate significant tax expense and help ease the tax liability of the surviving spouse’s estate.

IRS Representation
When a company or individual is selected for an IRS audit it often sets off an immediate panic. When dealing with the IRS and other regulatory agencies it is important to have an experienced and professional representative that understands how to effectively represent your interests. Our firm can help you manage the process, address the agency's concerns and requests for information properly, review IRS questions, formulate responses and address other issues as needed.

Payroll Services
Our firm can assist with payroll tax filings and payments, allowing you to spend more time focusing on running your business. Unique solutions are designed based on client needs, ranging from tax filing for client prepared payroll to full payroll solutions that begin with printing and mailing checks and continue throughout the tax filing and payment stages.  

Sales Tax Services
Sales and Use tax has become very complex for the average business owner and especially for companies doing business in multiple locations. Our firm can prepare and file all your sales & use tax returns accurately and timely, as well as make timely payments for your business.
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