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We believe that the key to future success involves foresight and planning. We strive to empower our clients by providing them the tax and financial knowledge they need to make informed decisions.
Some of the services we provide include:
Business Owners
services
Some of the services we provide include:
Business Owners
- Preparation of tax returns
- Preparation of multi-state tax returns
- Tax planning
- IRS audit representation
- Estate planning related to closely held businesses
- Analysis of business retirement plans
- Compiled and reviewed financial statements
- Sales tax preparation
- Monthly accounting service
- Consultation on business entity selection
- Accounting system selection and implementation
- Preparation of federal and state payroll returns
- On-call controller
- Interviewing and selection of key accounting personnel
- Certified as QuickBooks Pro Advisors
- Certified in Point of Sale Applications
- QuickBooks installation, training and implementation
- Preparation of tax returns
- Preparation of multi-state tax returns
- Tax planning
- IRS audit representation
- Preparation of trust and estate tax returns
- Estate planning
- Charitable giving strategies
- Accounting and reporting for estates and trusts
- Audit
- Review
- Compilation
- Financial statement preparation
- Presentation to board of directors
- Tax return preparation
- Monthly accounting service
- Consulting services
- Budget setup & evaluation
- Accounting software implementation
- Treasurer training
- Train board on financial responsibility and recommended processes