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Mergers & Acquisitions
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| Finding the right
business partner for your company can be a difficult task.
We can assist you in the merger or acquisition process by
assessing such critical elements as tax considerations; product/service
compatibility; competitive tactics and position; financial
impact; and cash flow considerations.
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Other Services |
| Due to our diverse
client base, we encounter a wide array of financial and tax
issues. As a result, we have gained valuable experience over
the years in numerous specialized areas, many of which are
listed below. We feel our ability to provide such a variety
of services reflects our versatility and competency, as well
as our dedication to quality client service. *Mergers
& acquisitions
*Asset protection
*Investment review
*Bankruptcies
*Litigation support
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
*Internet commerce
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Accounting Services
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| Providing financial
information to our clients in a timely and accurate manner
is a commitment that we feel can not be compromised. Meaningful,
well-organized financial records ensure that your business
operations will run more efficiently on a daily basis. Our
firm provides a full range of cost effective accounting services
including the following: *General
ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for
new businesses
*Computerized payroll services
*Business tax return preparation
(Sales & Use/Business Property)
*Personal financial statements
*Litigation support
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Bookkeeping/Write-Up
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| Meaningful, well-organized
financial records ensure that your business operations will
run more efficiently on a daily basis and are the foundation
of a successful business. Our qualified staff can assist you
with the day-to-day tasks associated with bookkeeping.
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Forensic Accounting
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| We use accounting
and auditing skills to provide an analysis of financial records
in conjunction with dispute resolutions, as well as fraud
and theft investigation. Our damage measurement methods can
determine the extent of financial loss and illegal accounting
practices.
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Tax Services |
| We prefer to
take a proactive vs. reactive approach to tax services. By
keeping current on new tax laws and legislation, we are in
a position to identify key tax planning opportunities that
minimize both your current and future tax liabilities. We
provide our individual and business clients with the taxation
expertise and knowledge that they deserve throughout the year.
Tax services offered include but are not limited to:
*Tax planning & return
preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling
a business
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Tax Planning & Preparation
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| 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.
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Tax Planning |
| Tax planning
is an essential element of the tax preparation process. By
making tax planning part of your overall business strategy,
you can use our experience and access to the most current
new developments in the tax laws to minimize both your current
and future tax liabilities.
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Tax Preparation |
| Our significant
investment in computerized tax preparation and research software
enables us to accurately and efficiently prepare returns for
various types of entities including individuals, corporations,
partnerships, trusts, estates, and not-for-profit organizations.
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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.
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Consulting Services
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| 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. The following
is just a few of the areas in which we provide consulting
services: *Accounting
software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement
decisions
*Estate, trust & gift
planning
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Buying & Selling a Business
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| Structuring the
purchase or sale of a business properly is a critical step
in the process of buying or selling a business. Our competent
staff has experience to guide you through the acquisition/disposition
process by addressing such issues as cash flow analysis and
tax considerations.
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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.
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Financial Planning
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| A properly structured
financial plan enables you to face any financial challenge
that may present itself at each stage of your life. Through
the financial planning process, we can help you assess your
financial needs and develop strategies that will enable you
to achieve your goals and strengthen your financial security.
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Retirement Planning
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| Successful implementation
and periodic review of your financial plan will ensure financial
independence during your working years and through your retirement
years.
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Management Advisory Services
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| Even the most
qualified managers can benefit from competent, objective feedback.
We can help your company's management team develop long-term
objectives and specific strategies to facilitate your business'
future growth and success.
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Business Consulting
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| 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.
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Business Entity Selection
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| 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.
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