If you’re looking for a firm that will be responsive and focus on your individual and business needs while always treating you like a client who matters, then look no further. Our firm is large enough to offer a full range of professional services and responsive enough, to give you the individual attention that your personal situation deserves. We make sure our advice and professional counsel are specific to your needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions and possibilities to your options. We are the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security and communication that is crucial at all times. We can analyze the nature of your business and financial transactions, current technology, future business plans, and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Audits, Reviews, and Compilations
Our audit, review, and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise, and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
As a true business partner, we are available to help you deal with any business problems or opportunities that may arise. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
Your business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc. —has enormous financial and tax implications. It is important that you understand all that is involved so you can make the right decision. We can explain each choice and its implications to you. As your business grows and changes, the type of business entity you choose may need to change also, and we are available to help you understand all that will mean to you and your business and how to do it.
Buying or Selling a Business
Few business decisions are more important, complex, and or potentially life altering than to buy or sell a business. When you are ready to sell we provide support through every step, including valuing the business, vetting potential buyers, and of course providing the supporting due diligence. If a buying opportunity presents itself, we can help through valuation services, developing the negotiation and financing strategies, along with managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the process for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are highly experienced in handling all estate and trust tax-related matters.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning, and decision-making. Financial analysis provides the numbers to support, reject, or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for making management decisions. Financial statements also represent your business to lenders, partners, potential buyers, and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. If you or your business faces an IRS audit, we bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented while dealing with tax authorities.
Management Advisory Services
Our Management Advisory Service focuses on improving the efficiency and effectiveness of your business and its operations. We provide support in business planning, mergers, acquisitions, and other advisory concerns. Contact our office to learn about the full range of services we provide.
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll service professionals stay current on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while keeping payroll running smoothly no matter how large your business or employee population becomes.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collection. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and business tax issues, which include understanding how upcoming business opportunities impact the tax implications on both. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from otherwise hidden opportunities. We understand how the latest federal, state, and local tax legislation and other developments may affect you and your business and we are constantly identifying new ways for you to reduce those federal, state, or local tax liabilities when possible.