Services

TAX SERVICES

    • Over 30 years of professional experience in the preparation of all types of business and individual tax returns and forms.

    • We utilize state of the art tax software that has many safeguards and helps avoid any math errors that could trigger tax notices.

    • We offer electronic filing which decreases the likelihood that your returns will be mishandled by the various taxing authorities.  It also speeds up return processing.

    • We will assist you with the following year’s tax planning by advising you on tax savings opportunities and your estimated tax situation.

  • We recommend Tax Saving Strategies that help you...

    • Grow and preserve assets by reducing your tax burden.

    • Defer income where appropriate so you can keep your money now and pay less taxes later.

    • Search for additional tax deductions and provide retirement plan funding options to reduce taxable income.

    • Reduce taxes on your estate so your family keeps more of what you've made.

    • Reduce taxes on your gifts.

    • Reduce taxes on your investments so you can grow your wealth faster.

    • Reduce taxes on your retirement distributions. 

  • We’re here to help you resolve your tax problems and assist you in dealing effectively with the IRS and other taxing authorities.

    • IRS Audit Representation

    • Non-Filed Tax Returns

    • Back Taxes Owed

    • Payroll Tax Problems

    • IRS Payment Plan

    • Offer In Compromise

BUSINESS SERVICES

  • We can assist you in determining the most efficient way to keep your accounting up to date based on your time restraints and budget.  Whether it is hiring a part time person, or training you or a family member, we can advise you based on your unique situation.  We strive to let you maintain your daily books and records with our limited involvement, but we are available to assist at whatever level of service is needed. 

  • Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

    Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

    The cost of hiring a full-time CFO can be cost prohibitive. Our Part-Time CFO services provides you with experienced support at a small fraction of the cost.

  • If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

    We help you with these key issues:

    • Keeping it in the family. Are you going to pass the business on to your family or sell it to a third party? We help you weigh the advantages and disadvantages of each of these options.

    • Who's going to run the business when you're gone? Management and ownership are not one and the same. You may decide to transfer management of your business to just one of your children but transfer equal shares of business ownership to all your children, whether they're actively involved in the business or not.

    • Minimizing the tax bite. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.

    • Making it fair. Transferring family ownership often adds a tremendous amount of stress to individual family members. We talk with each of the family members to ensure that they feel they a getting an equitable and fair share of the pie.

QUICKBOOKS SERVICES

  • As with any accounting software program, installation and training take time - time taken away from managing your business. Here's a short list of the services we provide during your QuickBooks setup:

    • Evaluate your software and accounting needs.

    • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.

    • Train client or client staff in use of software to meet their accounting, management and tax needs.

  • Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

    • We focus on the individual issues facing your business.

    • We will be there to answer your specific questions and concerns.

    • No need to spend time on features that don't impact your business!

SERVICES FOR INDIVIDUALS

  • Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

    Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. 

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