SERVICES

Our firm offers a wide range of services to our individual and business clients, as well as community groups and board members. Because our firm focuses on what it does best, our clients benefit by getting personalized quality service that is beyond comparison. 

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Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. 

•Bookkeeping/Write-Up

•Business Entity Selection

•Payroll Services

•Employee Benefits

•Tax Planning

•Retirement Planning

•Tax Preparation

•Other Services

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.

Translating numbers into understandable information is our specialty.  We provide written annual summaries as well as monthly or quarterly financial reports to keep you focused on driving profitable results.  

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.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Employee Benefits

Deciding when and how to offer important employee benefits to attract and retain talent to your company is not an easy task.  Let our team guide you thru the process of defining your needs, identifying cost effective solutions and assisting with the implementation of your benefits plan.

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.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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. 

As an enrolled agent we are trained to deal with complex tax matters.  Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. 

Other Services

• ­ Accounting software setup and training
• Account reconciliations
• Budget forecasting and analysis
• Year-end strategic planning
• IRS disputes, tax debt resolutions, failure to pay or file tax penalties