Services

Our firm offers a wide range of services to our individual and business clients. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we have many qualified professional referral partners that we work with that we would be happy to refer you to.

Accounting Services

Accounting Services

We assist our clients in knowing more about their businesses so that they can make informed financial decisions. We also ensure that our client's records can withstand IRS scrutiny by assisting them with the documentation requirements for the areas that the IRS successfully audits; namely Meals and Entertainment, Travel and Auto Deductions. Providing financial information to our clients in a timely and accurate manner is a commitment that we take seriously. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses (QuickBooks/Peachtree/Mas90)
  • Computerized payroll services
  • Personal financial statements


Consulting Services

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Business Succession Planning

Effective coordination of the transition of your business to your children, your key employees or new owners is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan that will minimize the tax implications to you and your family.

Business Valuations

Whether you are thinking of buying a new business, selling your existing business or transferring ownership of your existing business to your children, the value of our business is an important piece of information to know. We can provide useful and objective analysis to assist you in the valuation of any closely-held business.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.


Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-state, multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We pride ourselves on being able to minimize your tax exposure through proper planning.

State Tax Nexus/Compliance

Once a business starts transacting business in other states and more importantly, actually maintain a physical presence in other states (paying payroll, maintaining an office or warehouse, paying independent contractors, etc.) most states have the right to assess income, sales and payroll taxes. As each state has its own laws state compliance can get fairly complicated. Fortunately, our staff have had years of expertise in both state nexus (the right to tax) and compliance issues and can review your exposure and discuss the best options for your business.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different counties and states. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We can also help if you are audited by the Department of Revenue for a Sales Tax Examination. We have assisted many clients and have saved them considerable tax dollars by taking advantage of many of the state statutes and tax exclusions that are available.

Payroll Services

As a business grows, it must hire employees, which results in an almost overwhelming increase in tedious payroll withholding calculations, tax filings and constantly changing deposit requirements that, if missed, can result in sizable penalties. We can assist you in developing a payroll system and prepare all necessary payroll tax returns (Forms 941, UCT-6, W-2s, W-3, 1099s, etc.) in a timely manner. We can also assist you in the calculation and timely remittance of your payroll tax deposits to eliminate costly late payment penalties.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order and work closely with your legal counsel to ensure you obtain the results you desire.

IRS/State Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. We have had much success in working with the agencies to reduce tax, penalties and interest charges.

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