Accounting Services
Our Firm offers a complete range of accounting services. We
prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) or Other Comprehensive
Basis of Accounting (OCBOA) for use by banks, investors, and
other third parties. Our firm will also prepare custom
financial reports for internal, managerial use.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables
tracking and analysis.
Business Formation
Our firm provides services in selecting the appropriate
entity choice for prospective businesses (Corporation, LLC,
Partnership etc.), registering the business with the
necessary authorities, and preparing tax registration
documents.
Financial Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize -What If- planning scenarios to help management
foresee and plan for unexpected business contingencies.
Financial Statements
Our firm prepares professional, GAAP-compliant and OCBOA
financial statements as well as tailor-made financial
analyses that can help business owners and managers eliminate
inefficiency and realize a businesss full profit
potential.
Compilations & Reviews
Our firm offers full Compilation & Review services
for small to medium sized firms.
Tax Services
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary in
order to minimize your total tax burden. Our firm also
prepares all federal, state and local tax returns for
individuals and businesses.
Tax Planning
Our firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and
future tax liabilities. If necessary, we can implement
tailor-made due-date tax compliance monitoring systems to
prevent costly interest and penalty assessments attributable
to late filing. Of course, we offer full tax preparation and
filing services.
Tax Preparation
Our firm offers professional preparation of all federal,
state, and local tax returns at competitive, affordable
rates.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Payroll Services
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state returns
and W-2's and 1099's
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Estate, Gift and Trust Tax Return
Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Accounting Software Selection &
Implementation
Need help with accounting software selection and
implementation? Our firm will help you select the software
that's right for you and will teach you how to use it
effectively.
Benefit Plan Services
Our firm can help your firm weigh the complex benefits and
costs posed by todays qualified and nonqualified pension and
profit sharing plans, including 401(k), SEP, SEP IRA, Keogh,
life insurance and health insurance plans.
Business Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our
firm can suggest many courses of action to provide assurance
that your business will enjoy a smooth continuance and that
your heirs and business associates will be well
protected.
Buying & Selling a Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial
condition of an acquisition candidate. If you are selling a
business, we can offer advice for obtaining the best possible
sales price and contract payout terms.
Consulting Services
Our company offers a wide range of consulting services to
help you improve business operations, boost efficiency, and
increase the bottom line.
Estate Planning
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will
endeavor to protect your heirs from the unneeded emotional
devastation that can be caused by estate tax levies.
Financial Planning and Investment Review
We provide referrals to Krell and Wright, who offer a
complete array of financial planning services and will work
closely with you to help you achieve your financial goals,
including performing a custom portfolio analysis and
reviewing the risks and returns of specific investments
including stocks, bonds, REITs, and limited partnerships.
They will also determine an optimal asset allocation for you
by taking your unique personal and financial goals and
resources into account.
Management Advisory Services
Our firm offers complete management advisory services,
including systems implementation and management, cost
controls, employee benefit plan restructuring, and much
more.
Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing
plan? Talk to us!
Retirement Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We can provide a referral to Krell and
Wright, who will analyze your projected income and expenses
and suggest investment funding techniques to help you make
sure that your golden years 10, 20, and even 50 years from
now live up to your expectations.
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