If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
We provide bookkeeping services and monthly, quarterly or annual financial statements. If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
We use our knowledge of accounting principles and our understanding of your business to make any necessary adjustments in order to present the financial statements according to generally accepted accounting principles. We will need bank statements, invoices, cash receipts, any records you have showing business income and expenses.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
We have knowledgeable staff available to answer your questions and help with the start up of your business.
IRS and State audits
Representation can be invaluable during an IRS or Department of Revenue audit. As soon as you get the first notice of audit, with years of experience we can guide you through the process by handling all contact and communication with the agent on your behalf to ensure that you are properly represented when dealing with the IRS and other tax authorities.
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We offer affordable programs to help motor carriers meet their IFTA quarterly reporting obligations. All you need to do is submit completed trip and fuel purchase data, and we’ll prepare your quarterly IFTA return.
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Management Advisory Services
The choice you make about business entity has a large impact on the taxes you pay. From inception forward, we will advise you on choosing an entity type that best suits your type of business and help you maintain your books in accordance with that selection. If restructuring is in your best interest later down the road, we can help with the change.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us. We are also able to perform marriage ceremonies.
Notary stamps are $5 each, solemnizing the rites of matrimony $30.
Payroll services including preparation of quarterly and annual payroll returns. Our reasonable rates and prompt reliable service eliminates the burden of maintaining and updating your own payroll system and keeping up with updates or new laws. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Tax Preparation & Planning
With ever changing tax laws, filing even a relatively simple return can be confusing. With the help of our experienced tax professionals, every available deduction or credit will be explored so that you pay no more tax than necessary. We continuously monitor federal and state law changes as well as attend continuing education classes.
Electronic filing of all returns
We electronically file all returns at no additional charge. Not only is electronically filing more secure, it will also get that refund check to you faster.
Industries we cover
Our clients represent a wide variety of industries and business specialties. They include, but are not limited to: