SERVICES
Tax Return Planning And Preparation
Beginning by assisting our clients with planning strategies to minimize their taxes, to using our state of the art tax research and software to prepare returns, our seasoned staff of professionals constantly stay current with ever changing Internal Revenue Code. Whether the return is a corporate, partnership, individual, estate, gift or trust return, you can be assured that it is prepared timely and accurately.
We offer a monthly newsletter of changes and ideas in tax and business planning to our clients. To receive this valuable planning tool, please provide for us your name and address to be placed on our mailing list.
Financial Statement Preparation
Our partners and staff are highly trained and experienced and offer a complete range of financial statements, including audited, reviewed or compiled financial statements, along with personal financial statements, depending upon your needs.
Our partners and staff undergo continuing professional education to be sure we are up to date on the latest professional pronouncements and techniques to give you the best service available.
To demonstrate our competence, we have received an unqualified opinion on our quality peer review, a testing of our procedures for financial statement preparation by another specially trained CPA.
Starting a New Business
Our experienced staff can guide you in selecting the correct type of entity, setting up an accounting system of payroll services. We provide assistance with the development of a professional business plan to aid in debt and equity financing. Our long experience helps lay the groundwork for working relationships with banks, insurance agencies, attorney firms and other professionals that you will need in the starting of a successful endeavor.
Other Services
Other fields of service that our firm is experienced in include:
- Estate Planning - Let us help you arrange your estate to preserve your assets for the next generation.
- Personal Financial Planning - We can assist you in arranging your personal financial affairs to achieve the financial goals you want, while minimizing tax consequences.
- Selection of Retirement Plans - Our experience can assist you in the selection of the proper pension plan for your enterprise.
- Payroll Preparation - Our firm can prepare your payroll efficiently and accurately on the time schedule that you need. All reports are timely prepared and in a form that you can easily understand.