OUR SERVICES
OUR SERVICES
ACCOUNTING & BOOKKEEPING
ACCOUNTING & BOOKKEEPING
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
- Customized periodic reports based on client requests
- Fixed asset tracking and depreciation reports
- Accounts receivable and payable services
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Income/Sales & Use/Business Property)
AUDIT SERVICES
AUDIT SERVICES
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your records providing the highest level of assurance. In addition to personal and business entity audits, we offer specialized reporting for governmental agencies and municipalities, not-for-profit organizations, pension plans and homeowner associations.
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.
TAX PLANNING AND SUPPORT
TAX PLANNING AND SUPPORT
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investments in continuous staff training, high-end tax preparation systems and extensive resources for tax research enables us to accurately and efficiently prepare federal, state and municipal returns for almost all entities and individuals. We handle tax preparation for:
- Individual – Income, estate and gift
- Corporations and S-corporations
- Partnerships and Limited Liability Companies
- Trust and estate fiduciary returns
- Pension and Welfare Benefit Plans
- Not-for-profit organizations.
CASH FLOW & BUDGET ANALYSIS
CASH FLOW & BUDGET ANALYSIS
FINANCIAL FORECAST & PROJECTIONS
FINANCIAL FORECAST & PROJECTIONS
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.
BUSINESS DEVELOPMENT
BUSINESS DEVELOPMENT
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Not only are many of our firm’s principals very familiar with the financial planning process, but we have a Certified Financial Planner on staff to help you assess your position and develop strategies that will enable you to achieve your goals and strengthen your financial security.
