OUR SERVICES

TAX PLANNING AND COMPLIANCE

We understand that every financial decision a business or individual makes has an effect on tax liability.

Your financial well-being depends upon sound tax advice, which is why our tax services remain at the heart of our business.  We offer a full complement of tax planning and preparation services for individuals, privately held companies, including S Corporations, limited liability companies, partnerships, and trusts.  

Our service delivery model focuses on compliance as we help you identify and pursue opportunities to minimize your tax liability and manage your tax risk. 

When countless rules and regulations are changing every year, it’s hard to be confident that you are in compliance. We work to ensure our clients understand the tax implications of decisions before they make them.  

BOOKKEEPING

Accurate books are the backbone of a successful business.

When you consider how costly bookkeeping errors can be, it becomes clear: Bookkeeping is best left to an experienced accounting professional who understands the complexities of record keeping. An in-house bookkeeper is good, but another set of objective eyes can prevent errors and possible fraud.

Banks, lenders and IRS agents prefer a set of accounting records and financials that have been prepared by a small business accountant who is also a CPA. Additionally, Comprehensive bookkeeping services can help you improve your business’ overall financial health, spot opportunities for increased profitability, and better manage your cash flow.

With bookkeeping services such as monthly operating statements, balance sheets, bank reconciliations, general ledger maintenance, and Actual vs. Budget analysis, we can help you better manage your company’s financial records.

Regardless of the type of engagement, the size of your business, or your industry, we’ll be aligned as your business partner, providing the necessary tools and financial acumen to help you make informed decisions.

PAYROLL

Let us handle your payroll needs, so you can focus on running your business.

Processing payroll involves much more than simply handing out bi-weekly paychecks. There are taxes, deductions, payroll laws, and filing requirements.  You didn’t start a business so you could calculate Social Security and Medicare withholding.  

By outsourcing your payroll responsibilities to us, you will eliminate the need for a specialized employee dedicated to this task, and there is no need to maintain your own payroll system. As your payroll partner, we will address all of your needs, including check processing and printing, direct deposit, W-2 and 1099 processing, and the timely filing of your payroll tax forms.

CFO SERVICES

We recognize that even the most successful organizations need outside support at times.

We have the knowledge and practical experience necessary to step in and address your accounting and financial concerns when you need the high level of guidance that a CFO or controller brings to your management team.

Nobody knows your business better than you do. That’s why we take a relationship-oriented approach to CFO services. By sitting down with you one-on-one, we can help your business identify areas that are negatively affecting profitability and growth, and help you identify tax-saving strategies to keep your business moving forward.

We perform the same functions you would expect of your CFO or controller – entity selection, business and strategic planning, budgeting and forecasting, financial reporting, accounting system selection, financial analysis and guidance, and management of your financial infrastructure – all at a fraction of the cost of hiring a full-time CFO or controller.

AUDIT REPRESENTATION

We know how to manage the complex audit process to achieve solutions for your tax problems.

We provide dependable and honest tax relief information and will help you examine all of your options when dealing with the various federal and state tax agencies.

Whether you need help with responding to routine notices or representation at conferences, hearings or meetings, we can provide you with the support you need.