Tax Planning & Preparation

We offer tax planning and preparation for businesses (corporations & partnerships), individuals, trusts, non-profit organizations, and estates. We like to educate our clients regarding the tax laws and are proactive to make sure our clients take advantage of all deductions or credits legally available to them.This is critical to perform during the tax year (before the end of the year), so all tax-saving ideas are considered before it’s too late. We believe an educated client will make them a better taxpayer. Periodically we have to deal with tough tax situations. Rest assured, we have the expertise to deal with your tax issues including correcting prior years’ tax return mistakes, resolving unfiled tax returns, or dealing with back taxes owed. We are licensed to represent you before the tax authorities.

Accounting Services

We offer attest services including financial statement compilations and reviews. If you’re either wanting to automate your current accounting systems or outsource certain aspects of your accounting department, we have the resources to assist you. We’ll help develop financial statements that both make sense to your company’s management and be an important tool in evaluating your company’s profitability.
If automation is of importance to you and the management of your company, we can assist you with the implementation, training, and use of Quickbooks, a useful and valuable resource for financial reporting. Our Certified Quickbooks Professional Advisor is experienced with both online and desktop versions of Quickbooks and can assist you with hands-on setup.

Financial Planning And Analysis

Our tax planning and accounting services have been augmented to provide insightful guidance in the area of financial planning. If you’re not sure if you have either enough funds for retirement, or your kids’education, or have sufficient insurance to cover potential losses, we have the experience and forethought to assess your needs. If needed, we’ll help you develop a household budget, since having sufficient resources in the future depends heavily on current cash flows.
Or perhaps you’re not sure what your financial goals are or should be. Taking into consideration your current financial position, your specific tax situation, and your unique tolerance to market risk, we will help you evaluate your current options and provide insight in to how you can keep more of your hard-earned assets and have more resources in the future. More importantly, we will listen to your concerns and not simply sell you on an idea or product. We consider your concerns more important than making
money. And it is this mindset that places us apart from many financial advisors.

Payroll Processing And Reporting

Many of our clients trust us with their finances and taxes so it makes sense that they also prefer our assistance with the confusing area of payroll processing. We’ll help streamline the process and make sure your company doesn’t experience the pitfall of making mistakes. Our services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will make sure your employees are paid timely, that taxes are paid and returns are processed
without delays.