About Us

Tax Planning & Preparation

Tax preparation is not just a once-a-year transaction, but a year-round relationship. 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. We strive to keep current on federal and state laws and regulations, which provides opportunities for tax planning and projections. Our services include, but are not limited to:

• Federal Individual Income Tax
• Gift, Estate, & Trust Tax
• Partnership, Corporation, & S-Corporations
• State & Local Tax
• Not-For-Profit Returns

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.

Asset Transfer Planning

Our clients have worked hard to earn their wealth; we work hard to preserve it. Estate and gift tax planning are crucial to ensuring your assets are protected. Effective 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 continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Consulting Services

A strong business strategy is the keystone to any successful business. Let our expertise help your business grow and allow you to focus on what you do best. 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:

• Business Entity Selection – Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
• Business Succession Planning – You have worked hard to build your legacy; our goal is to help make the transition to passing that legacy to your successors seamless. Transitioning your business to your successors effectively is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
• Buying & Selling a Business – Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
• Financial Planning – A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
• Retirement Planning – Successful implementation and periodic reviews of your financial plan will ensure financial independence during your working years and through your retirement years.
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We know there are many complexities in a business deal.  We have built an experienced network of professionals in related industries that we trust to advise our clients. Our goal is to ensure a seamless arrangement of services across varying areas of expertise.

Accounting Services

Accurate Financial Statements are a snapshot of a company’s financial position and provide vital information. Producing financial information to our clients in a timely and accurate manner is a commitment that we don’t compromise on. Meaningful, well-organized financial records ensure that your business operations will run more efficiently. General ledger & financial statement preparation

• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Business tax return preparation (Sales & Use/Business Property) Personal financial statements

Cash Flow & Budgeting Analysis

Profitable businesses can 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.

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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.