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 in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Management Services Accounting Services Assurance and Advisory Services Estate and Trust Planning and Tax Preparation Financial and Retirement Planning IRS Representation Bookkeeping/Write-up Entity Selection and Restructuring Debt and Finance Advising Mergers, Acquisitions, and Sales Financial Projections and Forecasts Tax Management Services Cash Flow and Budgeting Analysis Tax Management Services We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. Accounting Services From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to: - General ledger and financial statement preparation - Bookkeeping (Monthly, quarterly, or annual) - Accounting system setup and support - Cash flow budgeting and forecasting - Personal financial statements - Employee - Corporate tax planning and return preparation - Litigation support Assurance and Advisory Services We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. These services include but are not limited to: -Compilations - Entity selection and restructuring - Financial projections and forecasts - Debt and finances advising - Mergers and acquisitions - Transaction structuring and negotiations - Business succession Estate and Trust Planning and Tax Preparation Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Financial and Retirement Planning Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. IRS Representation Professional representation is absolutely vital during an examination (audit) of your tax records by any taxing authority, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We recommend that the taxpayer contact us immediately upon notification of a tax examination. Bookkeeping/Write-up Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Entity Selection and Restructuring Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. Debt and Finance Advising Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications. Mergers, Acquisitions, and Sales Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Financial Projections and Forecasts No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models. Tax Management Services We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. Cash Flow and Budgeting Analysis Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.