ACCOUNTING SERVICES

  • Compiled Financial Statements
  • Business Valuations
  • Computer Software Support
  • Payroll Support & Services:
    *** Our firm offers complete payroll preparation
    ****and payroll tax reporting service.
  • Flex Plans
  • Section 105 Plans
  • Retirement Plans

TAX PREPARATION

  • Individuals
  • Partnerships
  • Corporations
  • Non-Profit Organizations
  • Electronic Filing

MANAGEMENT

  • Business Start-Up Assistance
  • Financial Statement Analysis
  • Business Sale & Acquisitions

MISCELLANEOUS SITUATIONS

Examples of the types of situations our firm deals with:

  • Providing a business currently operating as a sole proprietorship with the pros and cons of operating as an LLC or an S Corporation.
  • Advising on the tax effect of transferring the ownership of a business among family members.
  • Represent a client during the course of a tax audit by providing various explanations and analyses during the examination.
  • Helping a company establish a pension and profit-sharing plan for its employees.
  • Assisting an individual client in developing an appropriate estate plan for building and preserving assets while minimizing estate and inheritance taxes.