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.
Accounting Services
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Tax Services
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We are experienced in all facets of tax planning and preparation, including international and multi-state returns. We specialize in family wealth preservation and incentive compensation. Services for businesses include general compliance, compensation planning, development of retirement plan strategies, and choice of entity consultation.
Estate & Trust Tax Preparation
We prepare estate, trust and gift tax returns. We are highly experienced in trust accounting and on a daily basis deal with issues such as funding sub-trusts and assisting in the valuation of assets at death. Our services also include estate planning, trust administration and probate trust accounting. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
IRS Representation
We will assist and advise regarding protests, appeals, and the preparation of offers in compromise. We have years of experience dealing with many taxing authorities and have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Miscellaneous
Assurance Services
We perform audits of historical financial statements for use by management, shareholders, lenders, and others. This service allows us to express opinions on the fair presentation of financial statements.
A review or compilation can accommodate interim reporting needs and will often satisfy third parties, in lieu of a full audit. A Review indicates limited assurance as to the appropriateness of the financial statements. A compilation is the preparation of statements in accordance with professional standards and no opinion is expressed.
These services involve selecting and executing accounting and tax structures for transactions. Due diligence services involve customized steps that focus on key transaction issues such as assumptions refarding future sustainable operating cash flows.
We will examine and report on the design and operating effectiveness of an entity's system of internal control.
This service provides assurance that an entity's financial system contains relevant and reliable performance metrics. We identify issues such as key business drivers and operating result trends.
We will report of prospective financial statements and the supporting underlying assumptions. Our analysis will bridge actual past performance to future expectations.
This service models the effect a current consummated or proposed transaction would have had on historical financial information if the event had occurred earlier. The calculations are useful in preparing forecasts and presenting comparative statements.
Mergers, Acquistions, Divestiture, Structuring, Due Diligence
These services involve selecting and executing accounting and tax structures for transactions. Due diligence services involve customized steps that focus on key transaction issues such as assumptions regarding future sustainable operating cash flows.
Reporting on Internal Control
We will examine and report on the design and operating effectiveness of an entity's system of internal control.