Our Services
Our firm
has the resources, experience, and depth of knowledge to offer
the following services to both individuals and businesses. We
can deliver the services you need in a professional, fast, and
cost-efficient manner.
Estate,
Gift and Trust Tax Return Preparation
Not only do we provide traditional tax preparation, our firm
provides expert preparation of federal and state estate, gift,
and trust tax returns.
Consulting
Services
Our company offers a wide range of consulting services to help
you improve business operations, boost efficiency, increase the
bottom line, and buy or sell a business.
Estate
Planning
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will endeavor
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies.
Management
Advisory Services
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
Accounting
Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, suitable for distributing to banks, investors, or
other third parties, while also providing you with a useful
management tool by which to direct the success of your
business.
In preparing your financial statements we often notice problem
areas in your accounting system, internal controls, and
procedures where we may recommend improvements to increase your
operating efficiency.
Financial
Forecast and Projections
We can also provide complete financial and business forecasting
services, including proforma projections. We will customize -
What If - planning scenarios to help management foresee and
plan for unexpected business contingencies.
Tax
Planning
Our firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. If necessary, we can implement tailor-made
due-date tax compliance monitoring systems to prevent costly
interest and penalty assessments attributable to late filing.
Of course, we offer full tax preparation and filing
services.