Services

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.nWe will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation

No one is required to pay more to the IRS than the law dictates, but many people do. Tax preparation can be a time-consuming, frustrating process and mistakes can end up costing hundreds of hours and thousands of dollars. This is especially true for small business owners and individuals with multiple sources of income. We will thoroughly review your federal, state, and other taxes and make sure you receive all the credits and deductions to which you are entitled. You’re an expert in your field. Let our tax experts save you time and money by preparing and filing .

Ask us about:
  • Individual tax Returns
  • S Corporation “S” Tax Returns
  • Partnership/LLC Tax Returns
  • Amendment of Prior Returns
  • State and Local Taxes (SALT)
  • Sales Tax
  • Other Misc. Returns, Schedules, and paperwork

Tax Planning

Did you know that you may be able to significantly reduce the amount of taxes you owe? Our goal is to help you keep as
much of your earnings as is legally possible. We remain up to date on the latest changes to the Internal Revenue Code
and can find ways to save you money regardless of the size of your income or business. Here are just a few of the
methods we use to lower your taxes.

  • Entity Structure – Proper business structuring is essential to reducing taxes.
  • Income Redistribution – Redistribution of income to various family members or business entities is a useful
    method.
  • Finding More Deductions – There may be deductions you can take that will increase tax savings.
  • Deferral of Income or Expenses – Spreading income or expenses over several years often allows for huge tax
    savings.
  • Investment Choice – Certain investments are exempt from taxes

You’ve worked hard for your money and although most of us do have to pay taxes, no one should have to pay more than
is required by law. Tax planning is the key to minimizing your tax liability. Let us help you keep your money and keep it
working for you instead of the IRS.

BUSINESS ENTITY SELECTION

Selecting the right business structure (such as “S” Corporation, “C” Corporation, LLP, LLC, Sole Proprietorship, Partnership, etc.) is a critical decision with lasting tax effects, both beneficial and detrimental. Our team can support you in assessing the advantages and drawbacks of each entity option, aiding you in identifying the most
favorable business form for your company.

BUSINESS PLANNING & CONSULTING

Are you starting or buying a business? Perhaps you want to expand and need to convince the bank that your business is a good investment. Do you feel like you need to hire more employees, but are not sure if you can afford them? Many entrepreneurs have powerful ideas that never see the light of day because of unforeseen setbacks and red tape. That’s why we offer professional business planning and consulting. We help you get a clear picture of where your business is financially. Then, with your input, we craft a plan that takes all the variables into account–potential customers, financing, competition, staffing, tax implications–these are just a few of the items we will explore. Sometimes, rather than long-range planning, a business simply requires expert advice and know-how in order to resolve some pressing issues. That’s where our financially-based business consulting is of real value. Whatever the challenges you may face, we will work with you to create a practical plan that will overcome obstacles and achieve your vision.

BOOKKEEPING

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

FINANCIAL STATEMENTS

Financial statements are an important tool for management decision making. 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.