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WHO ARE WE?

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals.

Since 1986, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, business consulting and financial planning.

WHAT DO WE OFFER?

We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Bookkeeping is one part of your business that should never be neglected. If you are unable to keep up with your bookkeeping needs, we can help and give you the freedom to run your business. We offer:

  • Monthly Bank reconciliation and data input
  • Maintenance of your General Ledger
  • Accounting consultation
  • Preparation of Financial Statement

We want to help you to be as knowledgeable about your financial condition as possible. This is why we will spend time with you to understand every financial aspect of your business. With timely and accurate bookkeeping you can:

  • Manage cash flow more efficiently
  • Prevent unnecessary end of the year cleanup of your general ledger
  • Save time and allow you to spend it growing your business
  • Assess expansion and growth opportunities
  • Assess financial metrics to help increase your bottom line.

Our tax services include preparation of federal, state and local tax returns for corporations, partnerships, individuals, not-for-profit organizations, and estates and trusts. With the complexity of the Internal Revenue Service Code, we strive to provide our clients a wide range of tax planning, corporate tax services, and strategic support outside of preparing their tax returns. Whether you’re needing tax planning advice, IRS representation, or tax preparation services, let us help you through the every step of the way.

Payroll can seem like a daunting task and consumer of time for a small business owner. Your time is valuable, which is why we offers you simple, affordable payroll solution that saves you time. You can rely on us to Provide you peace of mind with Federal , State, and local payroll taxes being paid and filed for you. Our service includes:

  • An online platform so you can direct deposit or print checks yourself and
  • Integrate the payroll accounting with your general ledger to save you time and avoid entry errors.
  • Secure online access to employees individual pay stubs and payroll history.
  • Automatic payment and filing of your quarterly and annual payroll tax returns.
  • Preparation of W-2s and 1099s
  • Experienced support for the most challenging of payroll issues.

We all dream of retirement, but how we all get there is different. There can be many obstacles in your way to retirement, and we can help you navigate. Let us provide money management and tax strategies by looking at your unique situation. We look at your current Pension, IRA’s, 401 k’s etc., provide guidance on how to best structure your investments, and provide efficient income and estate tax strategies.

Has your business grown rapidly leaving you scrambling to find the right software to handle things such as project management or inventory tracking? Are you realizing that your current software is lacking key elements to help you run your business more efficiently? We can help you select and implement the right software to take the headache away. We talk directly with you and the software providers to evaluate your needs and make sure it will integrate with your existing or new accounting software such as Quickbooks or Peachtree. We make sure to accurately assess your needs and understand your processes to ensure the new software implementation goes smoothly. We have worked with software providers to implement changes on behalf of our clients to enhance their use of the programs and save them valuable time.

Nothing seems to be as fearful to the average person as receiving an IRS Audit Letter. Audits can take immense amounts of time away from your family or business for gathering documentation and mounds of records to validate every item reported on your tax return. Furthermore IRS Auditors are tasked to extract more information from you than you have a legal obligation to provide. This can lead to increased tax obligations and putting you on the radar for future audits. Our clients rarely, if at all, have any contact with the IRS. We handle it all for you so you don’t have to fear the IRS or deal with the copious paperwork.

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional expertise to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Have you wondered what your business is worth? Are you looking to sell your business or stake in a partnership? There are many other reasons you may need a valuation including gift & estate tax purposes, admission of other minority interest partners, and dissention amongst partners just to name a few. The first step is taking an honest look at your business and financial situation to help you understand how to value it. Let us provide our expertise to help you get the most for what you’ve worked so hard to build.

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