FINANCIAL STATEMENT PREPARATION AND BOOKKEEPING SERVICES
We provide unparalleled Review, Compilation, and Financial Statement Preparation services to both for profit and not for profit entities. We also can alleviate the burden of routine accounting tasks to let you focus on your business, practice, or mission.
TAX PLANNING AND RETURN PREPARATION SERVICES
Because we value our relationship with each of our clients, we strive to provide you with quality, up-to-date tax return preparation and advice. Whether you are an individual, a corporation, or a limited liability company or partnership, we keep abreast of current tax laws to minimize your tax liabilities and maximize your future opportunities. That goes for non-profit organizations too. We have extensive experience working with not-for-profit tax compliance and return preparation. Whatever your situation, let us help you make the most of what you’ve earned.
Third parties often require an audit for assurance. During your audit we’ll examine internal controls and test the information underlying your financial statements. Then we’ll document our opinion as to whether the statements are fairly presented in keeping with accounting principles generally accepted in the United States.
Paperwork can be time-consuming, but a trusted business partner that specializes in numbers and forms can free you up to do what it is you do. Allow us to take care of your payroll needs, from issuing the payroll checks to filing the necessary tax returns, so that you can focus on your business.
Services help you or your loved ones continue living independently with assistance. We can manage and oversee periodic or persistent healthcare needs, handle financial transactions like paying bills, and assist with tax-related issues. Our commitment to personal service and our reputation for independence, objectivity, and integrity ensure that you’ll receive the most professional care.
QuickBooks software allows your bookkeeping to be self sufficient on a day-to-day basis, but proper set-up and professional oversight is essential. We’ll work with you to ensure maximum functionality, and guide you so that the numbers side of your business runs with ease.
ESTATE AND TRUST
When it comes to deciding what to do with your assets now and in the future, our team will help make the process of putting the appropriate tools in place as efficient and painless as possible. We’ll help you minimize your administrative costs and taxes, and ensure that the wealth you’ve built through the years transfers as you intend.
We provide professional assistance to the legal community, serving as expert witnesses and as consultants. Most of this work falls into the following categories: damage calculations, forensic accounting, accounting principles, accounting and statistical analyses, tax issues.