Services
We take the time to ask the right questions, listen, and apply our expertise to get to the best solution per client.
Tax Services
Personal & Corporate Tax Preparation
Financial Planning
It’s Never Too Early or Late to Start Saving for the Future
Defense
In a Sticky Situation? We Can Help
Management
We Keep Everything Organized For You In One Place
Tools & Resources
Use These Tools to Manage Your Own Finances
Tax Management Services
We do a comprehensive evaluation of you to determine how you will be impacted by your current tax bracket. We do specific scenario research to fit your needs, whether to defer the capital gains this year due to increased income or prepay your taxes to avoid penalties and interest due to increased revenues.
Audit and Compilations
We can prepare your records for Audits and Compilations due to the fact that some grantors and lenders may require an annual review of your financials as a part of your loan or grant agreement.
Financial Projections
In its simplest form, a financial projection is a forecast of future revenues and expenses. Typically the projection will account for internal or historical data and will include a prediction of external market factors. In general, you’ll need to develop both short-term and mid-term financial projections.
Bookkeeping
Bookkeeping is the recording of financial transactions and is part of the process of accounting in business and other organizations. We offer this service where we maintain your purchases, sales, receipts, and payments in an electronic form, so as to determine your profit or loss at the end of every period.
Budget Analysis
We conduct budget analysis by closely reviewing the details of your financial budget against your forecast. The variances can determine opportunities that can make or break a company. This helps to determine how money is spent and managed.
Benefits and Pension Plans
We can evaluate your benefits and Pension needs and recommend industry specialist that best suits you.
Accounting Services
Bookkeeping is the most basic accounting function, and it involves tracking and maintaining all of your company’s financial records, including revenue and expenses.
We Prepare Monthly reports such as:
- Monthly Trial Balances
- Income Summary
- Budget Variance
- Cash Flow Forecasting
- A/P & A/R Listings
- Balance Sheets.
Retirement Planning
Retirement planning determines retirement income goals and the actions and decisions necessary to achieve those goals. This includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk. We will be here to guide you through the process to meet your financial goal.
IRS Representation
Taxpayers have the right to retain an authorized representative of their choice to represent them in their dealings with the IRS. Taxpayers who are heading to an interview with the IRS may select someone to represent them.
Entity Selection
What is an entity selection?
Choosing the right entity is an exciting and important step in the lifecycle of a business. The entity you choose helps outline roles and responsibilities among owners, guides you in conducting your business, and provides you with exit options, among other things.
Choosing a Business Entity: Decision Time
- Tax Treatment. Double taxation is a sore point for many companies. …
- Ability to Raise Capital. …
- Separation of Ownership and Management. …
- Limited Liability Protection. …
- Transferral of Ownership. …
- Ease of Formation.
Payroll Services
Some core capabilities of payroll providers include:
- Automatic payroll processing. …
- Tax withholding and wage garnishment. …
- Tax filing services. …
- Compliance expertise. …
- Payroll reporting. …
- Employee self-service. …
- Product support. …
- Benefits.
Estate Tax Preparation
As Advisors to the executor of an Estate, a federal income tax return for the estate (IRS Form 1041) if the estate generated $600 or more in gross income for the tax year or has a beneficiary who is a nonresident alien. … The executor files the estate’s first income tax return at any point up to 12 months after the date of death.
Amended Returns
The 1040-X: Amended U.S. Individual U.S. Income Tax Return is a form used by taxpayers who need to correct an error in a previously filed federal tax return. Common mistakes corrected with this form include errors in the taxpayer’s filing status or a number of dependents or omissions of credits or deductions.
Contact Us
Book an appointment with us today. We will do our best to keep you satisfied.
