| Elder Care Services |
| We work with all types of elder care issues and concerns individuals and families face. |
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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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| 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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| 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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| 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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| 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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| 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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| 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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| 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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