Advisory and Attestation

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We offer a broad range of Advisory and Attestation solutions:

  • Referral to trusted Financial Advisors, Brokers for Mortgage and Business Lending, Equipment Finance Providers, and all types of Attorneys

  • Consultation and review of business sale and purchase contracts in coordination with your attorney as appropriate; we offer referrals to lending partners to help you with financing your business purchase

  • Use of business entities for minimizing taxes and maximizing asset protection, and referral to a trusted attorney if needed

  • Planning for the future with estate planning, buy-sell agreements, use of irrevocable trusts, and avoid probate and trust administration issues

  • Financial Statement Preparation, Compilation, Review and Audit Services. in maximizing their profit and increasing their wealth. Timely, accurate financial and accounting information is crucial for your business to maintain a competitive edge in the market.

We have the resources to meet your needs and deadlines. We plan for the future while expecting issues to arise that require immediate attention!

Bookkeeping

We handle your record keeping and filing requirements so that you can stay focused on management, revenue growth and profit maximization.

Bookeeping includes the preparation of:

  • Monthly Reports to Management: Balance Sheet, P&L, Cash Flow

    • Detailed Activity Reports with relevant charts

    • Bank Reconciliation

  • Accounts Receivable

    • Customer Invoicing

    • Cash Receipt Processing

    • Customer Aging Reports

  • Accounts Payable

    • Record Vendor Invoices

    • Payment Scheduling

    • Vendor Aging Reports

  • Data Entry of transactions

    • View and download records

    • Easy systematic filing

    • Balance all receipt expenses and income

We offer a wide range of accounting services:

  • Compiled Financial Statement Preparation which includes:

    • Balance Sheet

    • Profit & Loss Statement

    • Cash Flow Statement

  • Income and Expense Projection

  • Bank Reconciliation

  • Forensic Accounting

  • Payroll Reports

  • Fixed Assets Management

  • Preparation of Personal Property Tax Statements

  • Preparation of Sale Tax Filings

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Income Taxes and Planning

Our goal is to keep your taxes to a minimum. We keep ourselves up to date with the latest tax issues and relevant tax laws so we can protect you and offer Risk Based Advice. We will be the first to inform you of any tax saving tips available. With our hands-on approach you will receive the attention that you need and have always desired. We take pride in being available, responsive, and most importantly, there for you when you need us!

We provide tax preparation and tax planning for:

  • Individuals

  • Corporations

  • Partnerships

  • Limited Liability Corporations

  • Estates and Trusts

  • Non-Profit Organizations

Our services go beyond simply preparing taxes. We provide you with helpful tips to minimize your taxes. We are available for tax planning year round and cater to your unique needs.

BUSINESS CLIENTS

We provide continuous tax planning for business clients:

  • Asset Purchases

  • Choice of business entities

  • Business restructuring

  • Review of possible purchase of new business

  • Sale of business or partial sale of business

  • Providing advice about unique business transactions

  • Audit negotiations with different government taxing agencies

  • Business relocation

  • Management consulting