We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
We can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.
We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.
Business Entity Selection
We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence.
Estate & Trust Tax Preparation
We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making.
We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
We can provide support in business planning, mergers, acquisitions, and other advisory support.
We offer Notary Public services and are available when you need us.
We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.