Tax Planning and Preparation Services
We provide a full range of business, individual, family, taxation and accounting services. We offer not only quality tax compliance by preparing accurate income tax returns at year-end, but we also are available to assist you with beneficial income and estate tax planning throughout the year. Our team stays on top of the ever-changing laws and regulations, keeping you informed of all the tax advantages available.
We 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 experience and counsel that they deserve throughout the year. Tax services offered include, but are not limited to:
- Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
Tax planning is an essential element of your tax preparation process. Including tax planning, a critical element of your overall business strategy, allows you to utilize experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investment in cutting edge tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, and estates.
Effective estate and gift 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, orchestrating business continuity and succession of ownership is essential. We guide you through the complex process of getting your financial affairs in order.
Successful implementation and periodic review of your financial plan with a qualified and trusted financial ally ensures financial independence during your working years and through your retirement years.
Meaningful, well-organized financial records ensure that your business operations run efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- Periodic review of financial records
- Financial statement preparation
- Accounting system setup for new businesses
- Payroll services
- Outside Controllership
- Financial forecasts and projections
We can assist you in the preparation of your personal and business financial statements in accordance with professional standards. The financial statements produced can be a useful decision making tool for all involved.
As a business grows, more employees are needed, which can result in increased payroll administration. We assist you with implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Financial Forecasts & Projections
Business 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 charting a path to your company’s financial goals.
We provide our business clients the benefit of a controller without the cost of a full-time employee. Our team can tailor our services to the level of involvement you choose. From monthly reconciliations, to quarterly oversight, to financial statements or anything in between. It’s up to you to decide.