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Below we have listed the services that we offer to
our clients along with a brief description.
-
Tax
Planning
* Individual Tax Planning :
Assisting you in planning and implementing the
most effective tax strategy for you and your family.
The goal is to provide details of the tax implications
of any pending actions or transactions. Proper,
timely and knowledgeable tax planning can result
in substantial tax savings.
*
Business Tax Planning :
Assisting you in planning and implementing the most
effective tax strategy for your business. The goal
is to provide details of the tax implications of
any pending actions or transactions. Proper, timely
and knowledgeable tax planning can result in substantial
tax savings.
* Estate and Trust Planning :
Assisting you in planning and implementing the most
effective tax strategy for you and your family.
The goal is to develop a personalized plan that
is relevant to your own unique situation. Involvement
is encouraged so as to provide you with the plan
that best suits your wishes and needs.
- Tax
Return Preparation
* Individuals
* Businesses : C- & S-Corporations,
LLC's, Partnerships
* Multi-State
* International
* Trusts
* Estates
* Delinquent and Late Returns
* Gift Tax Returns
* Electronic Filing
- International
Taxation
Assisting businesses and individuals with issues
relating to international business transactions
and the tax aspects surrounding global income.
Issues addressed can include, the form in which
to do business, exclusion or inclusion of income,
withholding tax issues, and properly transfers.
VAT - refunds.
- Business
Consulting
Assisting in the process of determining which
form of operating is most appropriate for a particular
business. An examination is carried out to determine
what the business owner's short and long-term
goals are for the business. After the business
is operating there is assistance in defining the
focus of the business and the ongoing evaluation
and interpretation of the financial data. Developing
an exit strategy is as important as the proper
setting up of the business entity, therefore options
will be presented and guidance provided so that
the wishes of the business consulting to aid in
the turnaround of troubled businesses.
* Startup and Organization
* Choice of Entity
* Strategic Planning
* Succession Planning
* Business Development
* Small and Closely Held Business Management
* Employee Benefits
* Cash-flow & Profitability Analysis
* Budgeting & Forecasting
* QuickBooks Setup and Consulting
- Accounting
Services
We offer the full range of other accounting services
to help keep your business running smoothly. Our
bookkeeping services include Monthly Operating
Statements, Bank Reconciliations, Payroll, Audit
Trails, Balance Sheet, Financial Graphs and Budgets.
We realize that most small businesses can not
afford a full-time accountant but still need the
expertise at times. We are there when you need
us!
- Litigation
Support
Provide full support to your attorney for
damage calculations, accounting and tax issues,
fact-finding, document management, and other professional
services.
-
Business
Valuation
Providing the owner wih an objective value
of the business. The business needs to be valued
when a partner is added, when gifts are being made
of an interest in the business, when you are selling
the business or if there is a divorce.
-
Valuation
Valuations of entities for estate and estate
planning purposes.
-
IRS
Representation
Assisting individuals and businesses in
the resolution of any disputes with the Internal
Revenue Service or the state Departments of Revenue.
Preparing everything from the proper letter to assisting
in the preparing and submitting of late tax returns
to issues surrounding audits.
-
Medical
Practice Consulting
- Legal
Firm Practice Consulting
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