If you’re looking for a firm that will focus on your individual needs, and always treat you like a customer 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.
- Business Tax Return Preparation and Planning
- Individual Tax Return Preparation and Planning
- Bookkeeping/Financial Statement
- IRS Representation
- Business Entity Selection
- Foreign Income & Foreign Bank Account Reporting and Planning
- Payroll Services
- Sales Tax Services
- Financial Analysis
- Retirement Planning
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, our professionals 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, our staff can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
The business entity—LLP, LLC, sole proprietorship, partnership, etc.—you select for your business has enormous financial and tax implications. It is important that you make the right decision. Our professionals can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change too.
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. Our staff are ready to provide this type of financial analysis to support the continue prosperity of your business.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, our staff can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
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.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, our professionals can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
State and local tax authorities are looking to maximize sales tax collections. Our tax professionals can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Business Tax Return Preparation and Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Our professionals can help you proactively manage your business tax issues, including understanding how upcoming business opportunities impact your tax status. Not all tax planning opportunities are readily apparent. By having our professionals on your team, you are more likely to benefit from those opportunities. Our professionals understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Individual Tax Return Preparation and Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Our professionals can help you proactively manage your personal tax issues, including understanding how upcoming personal opportunities impact your tax status. Not all tax planning opportunities are readily apparent. By having our professionals on your team, you are more likely to benefit from those opportunities. Our professionals understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Foreign Income and Foreign Bank Account Reporting and Planning