Tax Planning, Compliance and Controversy:
Not only will we prepare your tax return timely and accurately, we can
help you plan in order to minimize the amount of tax you are required to
pay. If you should be selected for audit, we will represent you before
the IRS and State.
Financial Planning and
Retirement Planning:
Investing wisely is the key to long-term financial success. We will
advise you on how best to position your assets and liabilities to
maximize your portfolio growth now and long term. In addition, we will
show you why risk management is essential for a proper succession plan
and sound retirement.
Estate and Trust
Planning:
You will receive expert advice on how to plan your estate. Utilizing the
best available tools, we will advise you on how to protect your assets
and manage your estate to maximize your and your heirs benefit.
College Funding Planning
and Advisory:
With the costs of a college education continually rising, now is the
time to plan ahead for one of the largest expenses a family will incur.
We will help you position your assets to meet your goals of education.
We will help you with the financial aid process. We will help you plan
ahead to maximize the amount of financial aid for which your student
will qualify. We will also show you options to help you with the out of
pocket costs you may have for college right now.
Financial Statements:
We have broad experience in financial statement preparation for any size
company (for-profit, not-for-profit, or governmental) or individual. We
provide the following comprehensive services:
• Audits
• Reviews
• Compilations
• Personal Financial Statements
• Forecasted Information
Accounting Services:
We provide full service monthly accounting services including
bookkeeping, payroll, report preparation, account maintenance, budgeting
and forecasting.
Computer Consulting:
• Quickbooks Professional Advisors - We will consult with you to
install, set-up, customize and effectively run Quickbooks for your own
business to enable you to track and report your company's information.
• Software and system selection and implementation
Employee Benefit Plans:
We will help you establish your employee benefit plans including
cafeteria plans and medical reimbursement plans. We will also advise you
on your company's retirement plan establishment and help you maintain
its requirements.
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