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Tax Planning and Preparation

We prepare all required tax returns as quickly and efficiently as possible. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies to assure that you are paying no more tax than necessary, and when necessary serve as your advocate in disputes with the IRS or other tax agency.

Accounting Systems Consultation

We provide advice when choosing accounting software, and assistance in the design of recordkeeping systems to fit your business and personal needs. For our clients who choose QuickBooks, we have a certified consultant on staff.

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Financial Statements

We can prepare or supervise the preparation of financial statements. Compilation or review statements can be provided according to your needs. We can assist you in understanding your financial statements which will allow you to make informed business decisions about the future of your business.

Financial Planning & Investment Review

We work closely with financial advisors and want to become a part of your investment team to assist you with choosing the right investments for your needs and increase your net worth.

Business Problem Solving

We want to be part of your team!  Thinking of starting a new business?  We can assist you with choosing the most advantageous organizational structure, and work with you to secure adequate financing for your start-up.   Have an existing business?  We will work with you and your other advisors to resolve business problems. We can assist you with banking issues, payroll, credit card options, and customer pricing and credit policies.  Additionally, we can assist with accounts receivable collection strategies, cash flow, and many other business needs.

Estate Planning

Our total program of financial and estate planning includes an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers.  Our goal is to maximize benefits for you and your heirs while minimizing estate taxes.

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If we didn’t answer all of your questions, feel free to drop us a line anytime.

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