| Accounting Services |
| 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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| Business Valuations |
| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Consulting Services |
| 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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| Elder Care Services |
| We work with all types of elder care issues and concerns individuals and families face. |
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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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| Health Care Consulting |
| We provide medical practices and healthcare organizations with a full range of financial and operational expertise and services. We are also members of Affiliated Healthcare Advisors and Health Care Advisors Association; two national organizations with members consisting of CPAs and healthcare consultants that specialize in the healthcare industry.
The following are services we offer: • Accounts Receivable Analysis • Medical Billing Services & Systems • Mergers and Acquisitions • Physician Compensation planning • Practice Valuations • Embezzlement Review • Internal Controls Review • Practice Assessments |
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| Marital Dissolution and Child Support Consulting |
| Marital dissolutions (divorces) often stall on one of several issues: (1) Division of assets; (2) Payment of maintenance (alimony); (3) Choice of residence; (4) Parenting plan; or (5) Child support. For all of these issues, we can help bring an independent eye to the financial picture and help both parties find a way to help survive the financial challenges of divorce. We are an independent CPA firm with decades of experience in financially counseling couples going through this most difficult of life experiences. We have developed this service as a means to help couples and their legal counsel get through this process more efficiently with the goal of reducing the cost of divorce while, at the same time, helping each person find a way to meet their needs and those of their children.
What We Can Add: Special expertise in evaluating tax planning opportunities available in the division of marital property and structuring maintenance payments. Often the most destructive cost of divorce is the long-term resentment and emotional damage that results from a contentious legal contest. Our services can help mitigate this damage. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| Retirement Plan Administration and Consulting |
| In today's world few employers can successfully compete in the labor marketplace without maintaining a comprehensive employee benefit program. A major component of such a program is the qualified retirement plan. Our pension consultants have over 25 years of experience in administration of 401(k) Plans, and use a state-of-the-art system to provide our clients with reliable, efficient and timely administration. We also provide trust accounting services, and specialize in those plans with individual participant accounts. |
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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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| Other Services |
| Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have valuable experience in numerous specialized areas. 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. |
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