Our Services
General Accounting and
Write-up
Timely
and accurate reporting of a company’s financial
activity is an extremely important, but often underutilized,
management tool. Let our staff of professionals assist
you with the recording, classification, and presentation of
your financial data.
·
Assist business owners and managers with accounting software
evaluation, selection and implementation; establish effective
accounting policies, procedures, and internal controls.
Monthly or quarterly write-up service.
·
Analysis and reconciliation of general ledger
accounts.
·
Preparation and analysis of financial and management
reports.
·
Certified QuickBooks Pro Advisor on staff.
·
Preparation and review of business tax returns (sales &
use tax, tangible personal property).
Fixed asset maintenance and reporting for book, tax, AMT, and state purposes
Audits, Reviews, and
Compilations
·
Audits – highest level of assurance.
·
Reviewed – limited assurance (sometimes referred to as
negative assurance).
·
Compilations – no assurance at all, generally prepared
for internal management purposes only.
Tax Planning, Research, and Compliance
Our
tax specialists are constantly updated on the latest
developments in federal, state, and international taxation
through attendance at CPE seminars, via daily and weekly
electronic tax and legislative news service updates, ,and
through use of our comprehensive online tax research software
available 24/7.
·
Year-round tax planning and strategies for minimizing tax
liabilities.
·
Comprehensive tax preparation services for all business,
individual, trust, estate, and gift tax returns (federal,
state, city/local, Canadian).
·
Business entity type evaluation and selection: (pros and cons
of limited liability companies, general, limited, and limited
liability partnerships, C corporations, and S
corporations.)
·
Specialized assistance for companies in the areas of mergers
and acquisitions, reorganizations, purchase of an existing
business (asset purchase v. stock purchase, IRC Sec. 338
elections)
·
Research and preparation of tax memorandum for clients
regarding tax ramifications of proposed transactions.
·
Client representation at federal and/or state audits; prepare
responses to letters, notices and inquiries from tax
authorities, analysis and review of tax
literature.
Consulting
Services
·
Business valuations for estate and gift purposes, buy-sell
agreements, prospective purchase or sale of
business.
·
Business succession planning.
·
Retirement planning.
·
Preparation and review of budgets, financial forecasts,
cash-flow projections.
·
Evaluation of prospective new customer’s financial
statements for purposes of extending
credit.
·
Assist engineer with preparation of Cost Segregation Analysis
- maximize depreciation deductions on acquisition of
commercial property.
·
Estate planning, effective use of GRITS, GRATS, GRUTS, credit
shelter trusts, QTIP marital trusts.
·
Charitable giving, donor advised funds, private
foundations,