Your business will run more efficiently if you have good information.
We can help you to find the easiest way for you to get the information you need to make informed decisions.
*Accounting System Setup for new or seasoned businesses.
*Compilation of Financial Statements
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
Cash Flow & Budgeting Analysis
How much money do you need to run your business? Where will it come from?
We can help you to project your financial needs and find the means to fund them.
We can help your business profitablitily and growth by acting as a sounding board for management.
Let us help you to look at the financial aspects of your plans.
Business Entity Selection
Should you operate as a sole proprietorship, a partnership, an LLC or a corporation?
We help you to review your goals for your business and help you to choose which entity will best suit your plans.
Are you planning a significant change or financial transaction?
We can help you to think it through and make it happen.
*Tax impact of investment decisions
*Buying/selling a business
*Real Estate Transactions
*Financial & retirement decisions
*Estate, trust & gift planning
What are your personal dreams? How will you get there?
That is the goal of financial planning.
Management Advisory Services
How does your company look to your bankers, vendors and other creditors?
Looking at financial measures can help you to manage your business.
Areas of Practice
Many of our clients are active owner operators of their own businesses.
Others have a variety of interesting professions.
Some of the areas they work in are:
*Real Estate Investment and Management
*The Arts (Photographers,Ceramicists,Sculptors,Writers, Painters)
*Teaching(Law School,University,High School,Elementary and Pre School)
*Services (Landscaping, Chimney Sweeps)
*Social Services(Therapists, Social Workers)
Tax Planning & Preparation
Tax planning and preparation is a core service we provide to our clients. We strive to make sure you are taking advantage of all that is avalable to minimize your taxes.
We keep current on new tax laws and legislation, so we can help you to identify key
tax planning opportunities to minimize your current and future tax liabilities.
We are available throughout the year to help you plan ahead instead of being surprised at the end of the year.
We can help you with:
*Tax planning & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business