Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting & Bookkeeping
We can take care of your entity’s complete accounting and financial needs from day-to-day recording of transactions to documentation of internal controls to the final output of financial statements. Our Accounting Firm can help you with your internal control testing, revenue recognition issues, reorganization and liquidation planning, as well as business succession planning. Our certified public bookkeeper can take care of all of your bookkeeping needs while providing you with mental peace and satisfaction.
Audit & Attest Services
We have experienced and knowledgeable staff to help you with your audit and attest needs. Our financial statement audits include our highest level of assurance and testing on client produced financial statements that are often required by investors, banks, and others; while our financial statement review engagements are an analytical approach and lower level of assurance. Our financial statement compilations are prepared from the financial statements from bookkeeping records, using (GAAP).
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. 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
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Financial Analysis
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.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Services
We offer a variety of services catered to your unique needs whether you are an individual, a small business, or a non-profit organization. As a small business owner we can help you plan your tax strategy, prepare your returns including international preparations, payroll taxes, property taxes, and sales taxes. We can also prepare form 5500 that is required by the IRS for many pension plans as well as form 1099 that is required by the IRS and other government entities for compensation paid to certain non-employees.