We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs and to help our clients achieve their goals in an ever-changing business environment.
Tax Preparation Services Preparing your own income tax return can be a task that leaves you with more questions than answers. Today’s tax laws are complicated. We stay abreast of the tax laws and strive to provide quality tax services to our clients.
Tax Planning Services Tax planning is essential and should be part of an overall business strategy. Our experience can help minimize current and future tax liabilities.
Payroll Services We perform “after the fact” payroll services by preparing and reviewing various quarterly and annual payroll tax reports. Incorrect and untimely payroll deposits and reporting will result in large penalties. We double-check your payroll records and provide regular guidance to help you comply with the payroll tax laws and regulations.
IRS Representation Professional representation can be vital during an IRS audit or inquiry. It is important to understand your rights as a taxpayer. Unfortunately, IRS problems don’t just “go away” - they get worse when penalties and interest accrue. There are many IRS-related issues where a tax professional can provide important and vital support for the taxpayer.
Business Consulting We provide practical, common sense guidance on a variety of business, tax, and financial matters. Our prior experience working with other businesses can provide important value for your business.
Bookkeeping/Write-up Accurate record-keeping is essential for operating a successful business. But bookkeeping can also be complicated and time-consuming. Outsourcing your bookkeeping can allow you to focus on your core business. Meaningful and well-organized financial records are the foundation of a successful business.
Compilations Compilations present information that is the “representation of management” and expresses no opinion or assurance on the statements. Compilations don’t require management inquiries or analytical procedures. We rely upon our knowledge of accounting principles and a general understanding of your business.
Reviews A review engagement consists primarily of analytical procedures and various inquiries we make of your company’s management team. A review report expresses limited assurance in the form of the statement: “We are not aware of any material modifications” for the financial statements to be in conformity with Generally Accepted Accounting Principals (GAAP). Reviewed financial statements must include all required footnotes and other disclosures.
Business Entity Selection Choosing the form of business entity (e.g. sole proprietorship, limited liability company, S Corporation etc) is an important decision with long-term tax implications. We can help you evaluate the pros and cons for each entity type and help you decide what form of entity meets your needs.
QuickBooks Accounting Setup An accounting professional can provide some common-sense and practical guidance setting up Quickbooks. A good chart of accounts is important. Knowing how QuickBooks can integrate with many other software applications is also important to understand. We can help make your transition to QuickBooks an easier process during that initial setup phase.