Services

We provide a wide range of services to individuals and businesses in their respective fields. We strive to meet each clients specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

• Tax Management Services
• Accounting Services
• Entity Selection and Restructuring
• Mergers, Acquisitions, and Sales
• Estate and Trust Planning and Tax Preparation
• IRS Representation
• Cash Flow and Budgeting Analysis
• Tax Return Preparation
• Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

ACCOUNTING SERVICES

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such, cost-containment, tax planning, and investments.

These services include but are not limited to:

• General ledger and financial statement preparation
• Accounting system setup and support
• Cash flow budgeting and forecasting
• Personal financial statements
• Corporate tax planning and return preparation
• Entity selection and restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.

MERGER, ACQUISITIONS, AND SALES

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we con provide professional know-how to help you pinpoint the most favorable tax structures.

ESTATE AND TRUST PLANNING AND TAX PREPARATION

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

IRS REPRESENTATION

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

CASH FLOW AND BUDGETING ANALYSIS

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

TAX RETURN PREPARATION

Theses services include but are not limited to:

• Individual 1040
• Partnership 1065
• Corporation 1120
• S-Corporation 1120-S
• Fiduciary 1065