Our firm
offers a wide range of services to our individual and business clients.
Because our firm is relatively small, our clients benefit by getting
personalized, quality service that is beyond comparison. Below we have
listed the services that we offer to our clients along with a brief
description.
As the list below is by no means all-inclusive, please feel free to
inquire about a service if you do not see it listed. If it is not a
service we provide, we would be more than happy to refer you to a
qualified professional.
Audits, Reviews & Compilations
We view our role in
the financial reporting process as an opportunity to provide
constructive solutions for maximizing your company's profitability and
efficiency. We provide financial reporting on all three levels of
assurance:
- Audit- an intensive examination with the highest level of assurance
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used
primarily for internal use.
Financial Forecasts and Projections
Forecasting is a
necessity when trying to effectively manage and lead a business to
profitability. From simple projections to complex financial modeling,
our experienced staff can assist you in achieving your company's
financial goals.
Cash Flow and Budgeting Analysis
A business can be
profitable and still run into trouble due to cash flow issues. We can
forecast and evaluate your company's financial condition, estimate
financing requirements, and track cash-flow sources and uses.
Tax Planning and Preparation
Tax planning and
preparation form a winning combination for our successful individual and
business clients. Whether you are an individual or a multi-tiered
partnership, our experienced staff can develop tax strategies that take
advantage of new tax laws and legislation.
IRS Representation
During our years of
experience dealing with many taxing authorities, we have achieved a
level of competence that can ensure our clients they are being properly
represented before the various federal and state tax agencies.
International Taxation
Our experience with
the taxation of U.S residents working abroad and foreign citizens
working in the U.S. has provided us with an extensive base of knowledge
in the area of international taxation.
Accounting Software Design and
Implementation
With the number of
computerized accounting software packages available for small businesses
and individuals growing every day, selecting one that is right for you
has become increasingly difficult. As accounting professionals, we are
exposed to most programs through trade journals and actual use. Our
experienced staff can help you choose and implement the system that best
fits your needs.
Business Succession Planning
Choosing the form of
entity of your business (e.g. "S" corporation, sole
proprietor, limited liability company…) is a crucial decision that can
have longstanding tax implications, positive or negative. We can assist
you in evaluating the pros and cons of each entity type to help you
determine the most advantageous form of business for your company.
Estate Planning
Effective estate
planning facilitates the orderly transfer of assets to your
beneficiaries, provides security for your surviving spouse, and can
reduce or eliminate the tax due on the transfer of your business and
other assets. For business owners, providing for business continuity and
succession of ownership is essential. We can guide you through the
complex process of getting your financial affairs in order.
Business Consulting
We gauge our worth by
the personal and business successes of our clients. We can help your
business identify areas negatively affecting profitability and growth
and develop solutions that are practical and technically sound. In
addition to acting as a sounding board for management, we provide
comprehensive, flexible strategies that address the issues affecting
your business.
Investment Review
As you develop your
investment strategy, we will act as your sounding board. We can help you
and your investment advisor build an investment portfolio that takes
into consideration the impact of taxes and produces a favorable
after-tax return.
|
