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Our firm offers a wide range of services
to our individual and business clients.
Because our firm is relatively small,
our clients benefit by getting
confidential, personalized and "custom"
quality service. Below we have listed
the services that we offer to our
clients along with a brief description.
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 we do not list or
provide the service you need, we would
be more than happy to refer you to or
perhaps otherwise simply find for you
another ethical, experienced and
qualified professional in that specialty
effort required to suit your needs.
Accounting Software
Selection & Implementation |
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With the number of computerized
accounting software packages available
for small businesses and individuals
growing every day, selecting one that is
right for you has become increasingly
difficult. As accounting professionals,
we are exposed to most programs through
trade journals and actual use. Our
experienced staff can help you choose
and implement the system that best fits
your needs.
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Asset Protection |
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Asset protection, or wealth
preservation, plan makes the enforcement
of judgements against protected assets
nearly impossible and allows the owner
of protected assets to retain
substantial control over these assets.
Our firm can assist you with an asset
protection plan that may include family
limited partnerships, or offshore
trusts.
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Business Consulting |
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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.
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Business Entity
Selection |
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Choosing the form of entity of your
business (e.g. "S" corporation, sole
proprietor, limited liability company…)
is a crucial decision that can have
longstanding tax implications, positive
or negative. 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.
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Business Succession
Planning |
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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.
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Business Valuations |
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Whether you are thinking of buying a new
business or in the midst of a difficult
divorce, the amount attached to the
value of your business is important. We
can provide useful and objective
analysis to assist you in the valuation
of any business in which you have an
interest.
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Buying & Selling a
Business |
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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.
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IRS Representation |
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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.
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Management Advisory
Services |
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Even the most qualified managers can
benefit from competent, objective
feedback. We can help your company's
management team develop long-term
objectives and specific strategies to
facilitate your business' future growth
and success.
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Notary Public |
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Bring us your important documents to
notarize.
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Tax Planning |
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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.
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Tax Preparation |
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Our significant annual investment in
continuing professional education, in
computerized tax preparation and
research resources and software enables
us to accurately and efficiently prepare
returns for various types of entities
including individuals, corporations,
partnerships, trusts, estates, and
not-for-profit organizations.
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Tax Services |
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We prefer to take a proactive vs.
reactive approach to tax services. By
keeping current on new tax laws and
legislation, we are in a position to
identify key tax planning opportunities
that minimize both your current and
future tax liabilities. We provide our
individual and business clients with the
taxation expertise and knowledge that
they deserve throughout the year. Tax
services offered include but are not
limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a
business
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Wealth Retention
Consultation and Augmentation |
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We are talking about not only cash flow
improvements but also keeping the wealth
already acquired in behalf of the
business, individual, household and
heirs out of the hands and hungry
pockets of the various third and fourth
parties that are more than happy to
relieve you of it if and when the
opportunities arrive to do so. We can
help you through both consulation and
oft-proven augmentation of wealth
retention measures.
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Web Site and Free
Software Resources |
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Every so often a taxpayer needs a
ready-resource on various
wealth-retention and/or tax savings
facts and ideas. Try ours...you will
like it!
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