Our firm offers a wide range of services to our individual and business clients. Below we have listed the services that we offer to our clients along with a brief description. Under Client Industries we have a partial list of some of the client industries we have served.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We can assist you in identifying business goals, designing the procedures to accomplish those goals and assist you in monitoring those procedures.
By evaluating your business we can make suggestions on how to improve efficiency and profitability.We are also available to evaluate leases, contracts, buy-sell agreeements, and employment contracts for financial considerations.
Business planning, cash flow management, accounts receiveable management, financing application packages, entity selection, budget preparation are among our offered services.
We prefer to take a proactive vs. reactive approach to tax services. Planning, instituting and monitoring strategies prior to the due date of your return to reduce or eliminate taxes is important. We employ entity blending (the use of mulitple entities to accomplish your goals) where applicable. By being proactive we can help you avoid yearend "surprises" and last minute crisis that often leads to interest and penalty charges.
Our tax department prepares corporate, individual, limited liability company, partnership, estate, trust and gift tax returns, among others for clients world wide. We are happy to email tax returns to our clients for their review and discussion with us prior to finalizing.
In the event of an inquiry or audit we can represtent you in resolving such matters. Additionally, we can prepare Internal Revenue Service Offer in Compromise and Installment Agreement Applications for you.
As part of our new client services we are happy to review previously filed tax returns for addtional tax opportunities, at no charge.
The Internal Revenue Service Penalties associated with payroll taxes (also know as trust fund taxes) are among the most severe for an employer. Never underestimate the true cost of improper payroll processing. Our payroll department prepares payroll checks, processes payroll tax deposits and files the required payroll tax returns for a number of clients. This department has evolved from clients requesting an alternative to national payroll companies. We offer a variety of data transfer and check delivery options. We can provide a complete turnkey payroll service or assist you with any of the payroll processing components. Additionally, we can act as a liason to your present payroll company or if you desire assit you with employee leasing.
We offer traditional services including audit, financial statement preparation, general ledger and bookkeeping. We are happy to interact with you present accounting department or act as your accounting department. We can transfer data via personal visit, fax, mail or internet. We have interacted on mutal projects with national accounting and law firms. If you are behind on your bookkeeping and accounting we will catch you up and help you stay caught up.
We can assit you with customizing an accounting system to compliment your business providing timely accurate information to assist you in the management process.
Here is a partial list of our client industry experience;
Fast Food Franchise's
Condominium and Homeowner's Associations
Insurance and Bonding Matters
Manufacturers and Representatives
Nursing and Retirement Homes
Import and Exporters
Country Clubs and Golf Courses
Real Estate Professionals
Employee Benefit, Savings and Retirement Plans
Employers are now able to provide many benefits to themselves and their employees by instituting some of the various offerings from the Internal Revenue Service. We can assist you by making suggestions that are condusive to your business transfering after tax expenses to pretax expenses. This is one of the most overlooked opportunities in employee / employer benefit planning. There are a variety of savings, retirement and profit sharing plans allowed by the Internal Revenue Service. If you would be interested in exploring some of the available opportunities please contact us.
Forensic and Litigation Support Services
We have provided forensic and litigation support services on nationally publicized matters. Records evaluation, deposition and discovery assistance, expert witness and consultation support is available. Our forensic and litigation support services are also used in marital dissolution matters.
Quickbooks Support Sevices
As a Certified QuickBooks ProAdvisor we support QuickBooks in addition to other software applications. We are able to assit you in using these applications and have supported many clients who use them. Some of our clients email data files to us from all over the world. We would be happy to discuss how these programs can be an asset to you.
New 1040 Clients
Our 1040 tax preparation service can be utilized as easy as mailing, faxing, emailing or delivering your data to us. You can download a blank client organizer under our Info Center Tab, complete it and return it to us for processing. We will contact you with our inquiries and to reveiw the return with you. As always you can email or call us to answer questions or assist you with your organizer. If requested, we are happy to email your tax return to you for your review prior to finalizing.
Estate and Trust Planning and Management
We can assist you in planning for your estate including making recomendations and working in concert with your attorney. In conjunction with our tax department we can file the applicable returns including estate, gift and trust.
Some of our clients have appointed us as trustees, executors and administrators of their estates and trusts. These appointments allow our clients the comfort and assurance concerning the professional management of their affairs.
Business Startups, Acquisitions and Sales
Starting a business can be an overwhelming task. Our new business startup program can provide the forms, applications and checklists allowing you to focus on your business. We will assist you with entity selection, payroll structure and other essentials.
If you are acquiring a business our due dilligence program can ask the right questions and get you the right information prior to purchase.
If you are contemplating selling a business our value added services program can make suggestions on how to enhance the value of your business.
Whether buying or selling a business we can help you maintain anonymity through our representation and negotiation services.