Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws and
the difficulty of interpreting them, you need a tax advisor who
not only can ensure you’ve complied with the law, but who
can help you claim valuable deductions and credits you may have
never suspected. Our firm goes out of its way to reduce the
burden of paying taxes for all filers. We pledge not only to
prepare your tax returns in the best-informed, most ethical
manner possible, but also to work with you year-round as needed
to plan a strategy that will minimize your total tax burden. We
are qualified to prepare all federal, state, and local tax
returns for individuals, corporations, partnerships, and
We specialize in preparing your taxes quickly and painlessly,
and will ensure you receive all the deductions you are entitled
to. We are always available to help you with your tax planning
needs to help you lower your taxes and avoid surprises during
the tax season. And in order to speed your refund, we can file
your return electronically to the IRS and state tax boards.
Careful tax planning is the most essential step in preparing
our clients’ income taxes, and by minimizing taxes we
strive to improve our clients' profitability. Whether you are a
large firm or small, established or start-up, we will find the
best possible strategies for reducing your tax liability within
the limits of the law
Estate, Gift And
Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns. We endeavor at all times
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies. We are also available
to advise you in your estate planning needs, including business
succession plans and gifting strategies.
IRS And State/Local
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Our firm offers a highly personalized, professional payroll
service specifically designed for your business. Over the years
we have strived to offer our clients the highest quality
professional services with the utmost personal care. You will
find the same level of unsurpassed commitment from us in
satisfying your payroll needs. You will also benefit from the
overall professional acumen of our firm and our intimate
knowledge of your total financial picture.
It is never too early to start planning for retirement. If you
want to live the same lifestyle--or an even better one--than
you do now, you need to start planning for retirement...NOW. We
will help you compare the relative benefits of stocks, bonds,
and other retirement assets, and will explain the differences
between such retirement plans as standard IRAs, tax-deferred
annuities, and Roth IRAs. We can analyze your projected income
and expenses and suggest investment funding techniques to help
you ensure your golden years 10, 20, and even 50 years from now
live up to your expectations.
We offer estate planning services to help you minimize federal
and state estate tax liabilities, and to determine if you will
have a deficit or surplus of assets after taxes and settlement
costs have been resolved. We will endeavor to protect your
heirs from the unneeded emotional devastation that can be
caused by estate tax levies.
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
Cash Flow And
Our firm offers expert cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectable receivables. Many of our clients state that
these value-added services are indispensable.
Our firm provides professional compilation and review services
to businesses of all sizes. We can quickly compile your
financial records into meaningful GAAP-compliant financial
statements and offer limited-scope review testing.
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever you needs, our experienced team of business
consultants has the experience to help you grow and manage your
New Business Analysis
Our firm can set up a new corporation, partnership, or LLC. We
will advise you on the advantages and disadvantages of the
different types of entities you can choose. Our firm can assist
in market evaluations for new business and business valuations
for the purchase of an existing business.
Cash Flow And
We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track cash-flow
sources and uses. We can assist you planning for capital
acquisitions including the tax consequences and benefits. Our
cash flow analysis can be a very important planning tool for
companies with seasonal ebbs and flows of sales.
We provide complete financial and business forecasting
services, including proforma projections. We can also create
customized “What If” planning scenarios to help
management foresee and plan for unexpected business