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Professional Services
Financial Accounting
- Audit, review, and compilation of financial statements in accordance with GAAP
- Other comprehensive bases of accounting, including special use reports
- Personal statement of financial condition for bank and bonding purposes
Tax Planning
- Review of prior years' returns may generate tax saving recommendations
- Analysis of assets held and their related tax basis provides tax planning ideas
- Our planning will take a long-range view of your income and estate tax picture
Business Planning
- Succession planning for the family-owned business that minimizes taxes
- Proforma cash flow projections for evaluation of financing and capital needs
- Evaluation of the purchase or sale of a business unit that achieves your goals
Accounting Staff Training, Systems Design and Implementation, and Follow-up
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Assistance with interviewing and hiring accounting staff
- Selection of accounting software and design of internal control systems
- Monitoring, follow-up, and support for your administrative staff
Payroll Tax Reporting and Compliance
- Full service deposit and payroll tax report preparation for small businesses
- Review of all reports of outsourced payroll when it is more cost effective
- Assistance with state unemployment and workmen compensation audits
Financial & Estate Planning
- Review of your goals and objectives for your life to help you "get there"
- Retirement planning that may reduce income taxes and increase cash flow
- Estate planning with the objective of reducing the "death tax"
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