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.
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.
IRS and
State/Local Representation
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
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.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
and analysis.
Tax
Services
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary in
order to minimize your total tax burden. Our firm also prepares
all federal, state and local tax returns for individuals and
businesses.
Estate,
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Management
Advisory Services
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
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.
Investment
Review
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including stocks,
bonds, REITs, and limited partnerships. We will also determine
an optimal asset allocation for you by taking your unique
personal and financial goals and resources into
account.
Accounting
Services
Our Firm offers a complete range of accounting services,
including receivables, payables, and payroll management. We
prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) for use by banks,
investors, and other third parties. Our firm will also prepare
custom financial reports for internal, managerial
use.
Business
Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our firm
can suggest many courses of action to provide assurance that
your business will enjoy a smooth continuance and that your
heirs and business associates will be well
protected.