Services Tax Services Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries. 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. Financial Statements Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’ full profit potential. 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. Fraud Prevention & Detection Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement and systems to detect and deter fraudulent activity. Estate, Gift and Trust Tax Return Preparation Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. Business Valuations Our firm provides cost-effective business valuation services, quickly and efficiently. Management Advisory Services Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more. Investment Review Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account. Debt & Financial Services We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. Mergers & Acquisitions Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations. Pension & Profit Sharing Plans Employment Benefit Plans Our firm can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. We can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance, and health insurance plans. Insurance Services Individual & Group Medical, Life, LTC, Disability insurance. Incorporation Services We offer complete insurance programs, including: Commercial Property - General Liability - Life & Health - Income Protection - Worker' Compensation - Disability - Bonds - For more information, please call our office. 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. Benefit Plan Services Our firm can help your firm weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans. Asset Protection We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate. Cash Flow & Budgeting Analysis Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable. 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. Sales Tax Services Our firm prepares all sales tax filings and offers full sales tax audit representation. Estate Planning We offer estate planning services to help you minimize federal and state estate tax liabilities, and to determine if you will have a deficit or surplus of assets after taxes and settlement costs have been resolved. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. Accounting Services Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use. Tax Preparation Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. Consulting Services Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Forensic Accounting Our firm offers tailor-made forensic accounting services as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities. 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 And 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. Computer Consulting You are ready to move into the computer age, but you have fears of expensive, unsuitable software, fourteen year-olds hacking into your server, and systems crashing. We understand your fears and we will work with you to setup an efficient, user-friendly computer system. Our business-savvy computer technicians and programmers can explain even the most advanced high-tech concepts in plain English. Whether you want to set up a computerized accounting system, a computer network, or even an online web store, our firm can help. Financial Planning 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 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. Bankruptcies Bankruptcy is one of the most frightening words to hear when you are running a business. However, Our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution. Internet Commerce Internet Commerce is one of the fasting growing market's today. We can provide you with complete E-Commerce capability. Attest Services Our Firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines. Payroll Services Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities. Accounting Software Selection Compilation, Review, And Audit Services Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.