Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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 would be more than happy to refer you to a qualified professional:
- Personal Income Tax
- Business Income Tax
- Estate & Trust Tax
- Retirement and Welfare Benefit Plan Tax
- Sales Tax
- IRS Representation
- Estate Planning
- Accounting Software Selection & Implementation
- Business Succession Planning
- Business Valuations
- Fraud Prevention & Detection
- Financial Planning
- Business Entity Selection
Audits
Audited financial statements may be required by credit grantors, governmental agencies, bonding companies, or absentee owners. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. In addition to the extensive observing, confirming, and analyzing procedures, an audit examination involves the review and testing of internal accounting controls. It also includes a reporting to management of any serious deficiencies found in the controls and if practical, suggestions for improvement.
Reviews
Review engagements provide assurance on a limited basis that the financial statements are presented fairly. Analytical procedures and inquiry are primarily relied upon to provide this level of assurance. Bonding companies often require entities to have reviewed financial statements.
Compilations
Compilation engagements provide no assurance. A compilation's main goal is the drafting of financial statements based on management representations. For instance, most financial statements issued to a client on a monthly basis are compilations.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Bookkeeping/Write Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Personal Income Tax
We prepare a high volume of personal tax returns (Form 1040) every year and are always current with applicable laws. We do our best to prepare your taxes fairly utilizing the available tools and techniques legally available.