|
Tax Planning and Preparation
Tax planning and preparation are an important combination for our individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Our commitment to you is continued planning and advice throughout the year, not just during tax season. In order to ensure your continued success individually as well as with business-related decisions, we will be available when you need us most. Give us a call anytime!
Technology plays a big role in our firm management. We take advantage of anything that allows us to serve our clients better. Some features that we have available are:
- Electronic Organizers- Organizers are e-mailed to you and once completed are able to be sent back via email.
- Electronic filing. Many states and certain entities are required to electronic file. We are ahead of the curve.
- Receive a CD-Rom with a copy of your tax return and supporting documents on it rather than a paper copy. No more needing a whole filing cabinet with your tax info in it. A CD takes up hardly any space at all and you won't loose another W-2 again.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. No matter how big or small the issue may seem, we always recommend that you give us a call first before trying to handle IRS notifications yourself.
Small Business Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly, Quarterly, Annually)
- Accounting system setup
- Computerized payroll services
- Business tax return preparation
- Personal financial statements
- Pick up and drop off service from your home or office
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. Financial statements are a useful tool for management for making financial decisions.
Our assistance in compiling this information for you will provide you with detailed information about your business, without the expense associated with a full blown audit. We can provide copies of your company's financial statements to outside agencies that request a copy with a click of the mouse.
Bookkeeping/ Write Up
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. Our firm can assist you with the day-to-day tasks associated with bookkeeping or set up procedures that will organize and increase your productivity.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure reliable, efficient, and effective payroll system.
If you prefer to outsource these headaches, we are certainly glad to assist you. Our fees are very nominal for payroll services, and we do it all. We can stock your company payroll checks, process payroll for you, and make sure your deposits are done properly and on time to avoid unnecessary penalties. We then process all necessary quarterly filing for you. We provide direct deposit at no additional charge and have the ability to retrieve your payroll information using remote access. You don't have to leave your office, headache is gone and the payroll is done! Just give us a call.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Business Succession Planning
Choosing the form of entity of your business (e.g. "S" Corporation, sole proprietor, Limited Liability Company) is a crucial decision that can have long-standing tax implications, positive or negative. We can assist you in evaluating pros and cons of each entity type to help you determine the most advantageous form of business for your company. We don't simply apply textbook knowledge, but get to know what your ultimate goal is down the road with your business and where you want to be in one year, ten years, even 25 years from today. Then we can better assist what type of entity is best suited for you and your organization to provide you with the most effective tax and business planning available.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
· Accounting software selection and implementation
· Type of entity selection
· Buying or selling a business
· Financial & retirement decisions
· Everyday management decisions
· Asset acquisition and disposal
Fixed Fee Pricing
Our firm utilizes fixed fee pricing on most engagements. No unpleasant surprises when you get our bill- in most cases our costs are agreed upon up front. No more worries about spending too much time in an interview or the unknown of how much a project will cost you. Occasionally, a situation arises where an hourly rate is more feasible but 90% of the time we will quote a fixed rate for the services we provide.
|