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We provide a broad range of services to help clients secure a sound financial future. In addition to the core services listed below, we provide customized services to address our clients in the manufacturing, service and not-for-profit industries.
Our services are very comprehensive. Call for a free evaluation of your tax, accounting, and general business needs. Compare the difference between what you're presently doing and what we can do for you. These are some of the standard services we provide.
Proactive Tax Planning:
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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Tax Return Preparation:
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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Business Formation:
Including start-up, expansion, and sale of a business. Many important decisions and financial commitments are involved in starting a new business or selling an old one. The tax effects can be dramatic without careful consideration and thoughtful planning.
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IRS Audit Representation:
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.
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Personal Financial Advice:
We work with our clients in the areas of investment strategies, tax planning, risk management, and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable.
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Business Planning:
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
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Our Services