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Services

Tax <br/> Preparation

Tax
Preparation

Tax Preparation

Tax preparation should be a continuous process.

Our tax planning process is based on continually monitoring your situation and protecting your interests. We look at your unique situation to find tax savings opportunities and help you plan for next year. You need a partner who can stay on top of the changes in tax laws and regulations.

We believe it is our responsibility to keep you up to date with these changes and provide cutting edge industry and financial information so that you can make knowledgeable decisions that support and enhance your personal and business tax strategies.
The scope of our tax services include the preparation of tax returns and tax planning for both businesses and individual clients. We also offer a full range of tax services including structure of business sales and acquisitions, estate and trust planning, and retirement strategy planning.
Audit <br/>Assistance

Audit
Assistance

Audit Assistance

When it comes to delivering an audit, we provide a unique experience that fosters collaboration.

Our audit approach emphasizes a thorough understanding of your business philosophy, personnel and operating systems. We will meet your needs in a cost-efficient manner, with a high level of partner involvement.

We make it our priority to manage your complex requirements and customize a plan for your particular operation and financial reporting requirements. You can expect clarity, efficiency and quality information from our full range of assurance services, including audits, compilations and reviews. Our team is proficient in serving many industries and will develop an audit based on integrity, objectivity, independence, and strict adherence to all professional standards, regulations and laws.

We understand the importance of timely completion of the audit and reporting requirements and will offer suggestions to improve operations where possible. Our goal is to help you manage your company successfully while adhering to reporting obligations.

Balance <br/> Financial Records

Balance
Financial Records

Balance Financial Records

An objective view of your accounting records assures you and your business partners and affiliates that your reporting is accurate and reliable.

It can also help you determine your next steps to manage your organization, increase profitability, and accomplish your financial and operational goals.

The financial health of your organization must be a priority. Credibility and reliability are key factors.

We make it a priority to manage your complex requirements and customize a plan to your particular operation and financial reporting requirements. We take a practical approach to resolving matters and provide sound business advice. You can expect clarity, efficiency and quality information from our full range of accounting services, whether you want us to represent your entire Outsourced Accounting Department, perform basic Bookkeeping functions, or stand as your Fractional CFO.

Our team is proficient in serving many industries, are experts in QuickBooks, and will develop services based on integrity, objectivity, and strict adherence to all professional standards, regulations and laws.

You need to have confidence in your systems and controls. We will deliver an efficient project and provide practical recommendations necessary to strengthen your internal controls and have a positive effect on your organization’s successful future.
Financial <br/> Planning

Financial
Planning

Financial Planning

You are never too young and it is never too early to start the estate and/or exit planning process.

It is a lifelong task that examines available options to protect and grow your wealth for you and future generations. It includes planning for your retirement, for the possibility of disability and for death. Because the estate planning process requires that you consider a wide range of legal, financial and emotional issues, the advice of a seasoned CPA is critical.
Because we are sensitive to your concerns, we will help you establish a strategy to protect your assets, minimize estate taxes and ensure your wishes are followed. Our goal is to take the mystery out of estate and/or exit planning and provide a unique solution tailored to meet your needs.

If you are planning on selling your business, you need to plan now to get the maximum return. Your business should also be able to stand on its own and thrive without you so the next owner can continue to grow and profit from your hard work. If you take time to plan your exit now, you will ensure a smooth transition and increase your chances of financial success.

A well planned and executed plan can offer significant tax and financial benefits and assure the orderly transfer or disposition of assets from one generation to the next. We have a team of referrals to help.