Client Services
Our firm offers a wide range of
services to our individual and business clients. Because our firm is
relatively small, our clients benefit by getting personalized, and
timely professional service that is beyond comparison. 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. In addition please view our “Professional Resource
Community” page to see the list of professional alliances we
have with many top professionals from various industries.
Accounting
Services
Providing financial information to our clients in a
timely and accurate manner is a commitment that we feel cannot be
compromised. Meaningful, well-organized financial records ensure that
your business operations will run more efficiently on a daily basis.
Our firm provides a full range of cost effective accounting services
including the following:
*General ledger & financial
statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized
payroll services
*Business tax return preparation (Sales &
Use/Business Property)
*Personal financial statements
*Litigation support
Asset Protection
Asset
protection, or wealth preservation, plan makes the enforcement of
judgements against protected assets nearly impossible and allows the
owner of protected assets to retain substantial control over these
assets. Our firm can assist you with an asset protection plan that
may include family limited partnerships, or offshore trusts.
Audits, Reviews and Compilations
We view our role in the
financial reporting process as an opportunity to provide constructive
solutions for maximizing your company's profitability and efficiency.
We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of
assurance
*Review - some analytical procedures conducted with
limited assurance
*Compilation - based upon client information
provided and used primarily for internal use.
Bankruptcies
Filing for bankruptcy is a serious and involved
process with many legal and tax issues. Our firm is familiar with the
complexities of the bankruptcy filing system and can competently
guide you through the process.
Business Consulting
We
gauge our worth by the personal and business successes of our
clients. We can help your business identify areas negatively
affecting profitability and growth and develop solutions that are
practical and technically sound. In addition to acting as a sounding
board for management, we provide comprehensive, flexible strategies
that address the issues affecting your business.
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.
Cash Flow &
Budgeting Analysis
A business can be profitable and still run into
trouble due to cash flow issues. We can forecast and evaluate your
company's financial condition, estimate financing requirements, and
track cash-flow sources and uses.
Consulting Services
We
gauge our worth by the personal and business successes of our
clients. We can help your business identify areas negatively
affecting profitability and growth and develop solutions that are
practical and technically sound. In addition to acting as a sounding
board for management, we provide comprehensive, flexible strategies
that address the issues affecting your business. The following is
just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of
entity selection
*Business valuations
*Buying/selling a
business
*Computer systems
*Financial & retirement
decisions
*Estate, trust & gift planning
Estate &
Trust Tax Preparation
Effective estate and gift planning
facilitates the orderly transfer of assets to your beneficiaries,
provides security for your surviving spouse, and can reduce or
eliminate the tax due on the transfer of your business and other
assets. For business owners, providing for business continuity and
succession of ownership is essential. We can guide you through the
complex process of getting your financial affairs in order.
Estate Planning
Effective estate planning facilitates the
orderly transfer of assets to your beneficiaries, provides security
for your surviving spouse, and can reduce or eliminate the tax due on
the transfer of your business and other assets. For business owners,
providing for business continuity and succession of ownership is
essential. We can guide you through the complex process of getting
your financial affairs in order.
Financial Forecasts &
Projections
Forecasting is a necessity when trying to effectively
manage and lead a business to profitability. From simple projections
to complex financial modeling, our experienced staff can assist you
in achieving your company's financial goals.
Financial
Planning and Investment Analysis
A properly structured financial
plan enables you to face any financial challenge that may present
itself at each stage of your life. Through the financial planning
process, we can help you assess your financial needs and develop
strategies that will enable you to achieve your goals and strengthen
your financial security. As a Registered Investment Advisor we can
strategically align your investment goals with the current market
environment to provide a well planned, allocated portfolio with you
the client involved with every step of the process.
Forensic
Accounting
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 damage
measurement methods can determine the extent of financial loss and
illegal accounting practices.
IRS Representation
During
our years of experience dealing with many taxing authorities, we have
achieved a level of competence that can ensure our clients they are
being properly represented before the various federal and state tax
agencies.
Mergers & Acquisitions
Finding
the right business partner for your company can be a difficult task.
We can assist you in the merger or acquisition process by assessing
such critical elements as tax considerations; product/service
compatibility; competitive tactics and position; financial impact;
and cash flow considerations.
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 Planning & Preparation
Tax
planning and preparation form a winning combination for our
successful individual and business clients. Whether you are an
individual or a multi-tiered partnership, our experienced staff can
develop tax strategies that take advantage of new tax laws and
legislation.
Tax Services
We prefer to take a proactive
vs. reactive approach to tax services. By keeping current on new tax
laws and legislation, we are in a position to identify key tax
planning opportunities that minimize both your current and future tax
liabilities. We provide our individual and business clients with the
taxation expertise and knowledge that they deserve throughout the
year. Tax services offered include but are not limited to:
*Tax
planning & return preparation
- Individuals
-
Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts
& gift
- Not-for-profit organizations
*Taxing authority
representation
*Divorce and support issues
*Tax effects of
buying/selling a business