| Audited Financial Statements |
| We prepare professional audited financial statements that can help businesses obtain financing they need to continue or expand their business operations for Banks, Bonding Companies on an independent and GAAP basis. |
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| Audit Services |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. |
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| Reviewed and Compiled Financial Statements |
| We prepare professional compiled and reviewed financial statements that assist business owners and managers identify areas of improvement and increase the profits to the owners. |
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| Individual Tax Planning and Compliance |
| Our firm offers a full range of tax planning and compliance services. We offer competitive rates for all federal, state and local tax return preparation. Our tax planning assists you to minimize your tax burden on an ongoing basis. |
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| Business Tax Planning and Compliance |
| Our firm also provides for the preparation of all business returns - C Corporations, S Corporations, Partnerships, Limited Liability Companies. Our planning involves monitoring tax law changes in order to take advantage of opportunities and avoid audit adjustments. We also strive to improve the net cash flow of a business with appropriate planning on a year round basis. |
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| Estate Planning |
| We prepare and assist with the preparation of Estate, Gift and Trust tax returns. We work with attorneys to minimize state taxes and maximize the growth of an estate and the deferral or elimination of estate taxes. |
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| Consulting Services |
| We provide ongoing consulting services for you as an individual or as a business owner. We are available for the smallest question to the most complex tax issue and we will respond quickly with the answers you can depend upon based upon the facts provided. |
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| Retirement Planning and Administration |
| On the personal side, we can assist you determine if you have saved enough to meet your retirement needs and how much to save on an ongoing basis to meet your retirement goals. On the business side, our firm prepares pension plan returns, participant statements, and related pension accounting services. |
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| Management Advisory Services |
| After an audit or review, our firm will meet with your company and discuss recommendations to internal controls, suggest improvements for management tools, and ideas for streamlining company operations. |
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| Accounting Information System Training, Set-up and Assistance |
| Our firm can assist with the set up of your accounting system, train your staff and provide ongoing support in order to maximize your personnel's skills and improve efficiencies. Our services include the professional skills of Certified QuickBooks Specialists. |
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| Financial Forecasts and Projections |
| Our firm offers complete financial and business forecasting services. These projections can assist with what-if scenarios and projected cash flow or income stream for anticipation of future events. |
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| Business Valuations |
| Our firm offers assistance to determining the fair market of your business including an extensive analysis that may be used as part of a buy-sell or bank financing support as needed. |
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| Merger and Acquisition Planning |
| Our firm can assist you when you're ready to retire and sell your business, if you're steady to add a new owner to your business or ready to acquire a business for yourself by determining a fair price and fair terms for all parties to be in agreement. Our services include the implementation of the process and completion and support after the transition. |
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| Stock Portfolio Analysis |
| Our firm works closely with a CFP to provide a stock portfolio analysis - this analysis can contract where your portfolio is today to where it should be, based upon your financial goals. |
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