Advisory and Attestation
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!
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
Cash Receipt Processing
Customer Aging Reports
Record Vendor Invoices
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:
Profit & Loss Statement
Cash Flow Statement
Income and Expense Projection
Fixed Assets Management
Preparation of Personal Property Tax Statements
Preparation of Sale Tax Filings
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:
Limited Liability Corporations
Estates and Trusts
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.
We provide continuous tax planning for business clients:
Choice of business entities
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