PRACTICE AREAS

Tax Services

Tax Preparation - Federal & Multistate 

Our extensive tax background allows us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, gifts, estates, private foundations, not-for-profit organizations and retirement plans.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall personal and 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.

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 such as general ledger and accounting system setup, bookkeeping (monthly/quarterly/annual), and business tax return preparation (sales & use/business property).

Financial Statements

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 two types of financial reporting.

 

  • Compilation: Client provided information reported in the form of financial statements.  No level of assurance.

  • Review: Client provided information subjected to inquiry and analytical procedures and reported in the form a financial statements.  Limited level of assurance provided for material modifications.

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 each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors 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.

Estate & Gift Planning
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.