As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
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 qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
We gauge our value 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:
Type of entity selection
Buying/selling a business
Financial & retirement decisions
Estate, trust & gift planning
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Income Tax Planning & Return Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual, limited liability company (LLC), partnership, S-corp, or regular corporation our experienced staff can develop tax strategies that take advantage of the opportunities that are available in the tax law.
Gross Receipts and Sales Taxes
Many of our clients are responsible for collecting and submitting gross receipts and other sales taxes in many different jurisdictions. We can assist you in gathering the information, interpretating the tax regulations and preparing the forms necessary to comply with complex gross receipts and sales tax reports in an efficient and timely manner.
Payroll Tax Reporting
Our staff can prepare your or asist you in preparing quartely and annual payroll tax reports including forms: 940, 941, and W-2s