Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Services

Changes in tax laws always make filing taxes a difficult undertaking. Our tax experts are ready to address your tax challenges as well as make the most of the deductions and credits that are available to you. Our tax research and planning specialists can help in almost every tax situation, and they will help you plan for long range tax solutions in the future. We can review your tax situation and recommend alternate strategies for reducing your tax burdens, and we can also be liaisons with state and federal tax authorities. The following are some of the other tax services that we provide.

Individual and Corporate Taxes

Including but not limited to:

  • C-Corporations
  • S-Corporations
  • Partnerships
  • Limited Liability Companies
  • Individuals/Couples
  • Tax Reduction Strategies
  • Tax Credit Consulting
  • Filing of Back Taxes
  • Sales and Use Tax Returns
  • IRS/State audits and collection problems

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Financial Consulting

We provide financial consulting that will give you the insight you need to optimize the financial decisions you make as an individual or as a business.

Individual:
As an individual, we will look at your personal financial condition and give you expert advice on how to improve this condition and make the most of your dollar.

Business:
We will assist with evaluating and writing internal controls to provide your company with the least potential fraud in your company. We want to make sure that your company’s money stays where it belongs.

If your company is transitioning between CFOs, or you are a company that is not big enough to hire a CFO, we have experts that will provide you a CFO on an interim basis. We can also assist in helping your company hire a new CFO that will fit well with your company.

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Fraud Examination Services

Our Fraud Examination team, in conjunction with local law firms, provides companies a means to discover employees or executives who misappropriate company assets by assisting investors who are defrauded in the course of commercial transactions. The objective of the fraud examination is to resolve allegations of fraud by obtaining evidence, taking statements and writing reports, testifying about findings and assisting in the prevention and detection of fraud.

We can assist a company by going examining financial records and analyzing the details in order to provide a company with the confidence that allows them to continue to focus on core competencies while we take care of any potential fraud.

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Accounting Services

Bookkeeping Services

We provide a broad spectrum of other financial services on an ongoing and one time basis including preparation of financial condition, review of investments, assistance with asset allocation, retirement planning, educational planning and strategic planning to meet other financial goals and objectives.

Financial Statement Preparation Compilations and Reviews

We can prepare financial statements from your accounting system to validate the accuracy of books. We also can provide personal financial statements that some banks require you to have for loan approval.

Monthly, Quarterly, or Annual Reports

Accounting System Adjustments

Account Reconciliations

Business Plan Development

In-House Accounting Assistance

Cash Flow and Budget Analysis

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Payroll Services

We can take the hassle out of payroll checks and quarterly payments. We provide a service that will be cost beneficial to your company and make sure your payments are made on time to avoid costly penalties.

Complete Payroll Processing

  • Process Periodic Payroll
  • Monthly, Quarterly, & Annual Report Filing
  • Direct Deposit Services
  • W-2 processing
  • Error Resolution
  • Audit Defense Services

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QuickBooks Services

Initial Software Setup and Training – CERTIFIED QUICK BOOKS PRO ADVISOR
Troubleshooting and Repairs
Payroll Setup and Training
Job Costing Setup and Training

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Litigation Support

We will work together with your staff or outside legal experts to assist with litigation in areas of domestic relations, insurance claims, bankruptcy and potential fraud. We work with the legal experts and law firms to include business acquisition and risk management, buy-sell agreement, business and professional practice valuation, IRS dispute resolutions and bankruptcy administration.

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Call today to schedule an appointment!