| Accounting for Small Business |
| Well-organized and correct financial records help ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Audit Services |
| Audits provide the highest level of assurance of the three levels of financial reporting. They are conducted in accordance with generally accepted auditing standards, "to obtain reasonable assurance about whether the financial statements are free of material misstatement". Audits are often performed as a requirement of a bond indenture, bank or other outside party. Our audit clients include; Healthcare, Non-profit,and Governmental entities, Wholesalers, Government Contractors, Distributors and Employee Benefit Plans |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to assist you in the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Compilations |
| Compilations are the lowest of the three levels of financial reporting as they are "limited to presenting in the form of financial statements information that is a representation of management". Compilations may be provided in accordance with generally accepted accounting principals or using the cash or tax basis methods of accounting. We can provide this service on a monthly, quarterly or annual basis with either full or omitted disclosures depending on your needs. We currently have about 100 compilation clients operating in a variety of industries. |
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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
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| Estate Planning |
| Effective estate 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, providing for business continuity and succession of ownership is essential. We can assist you with the complex process of getting your financial affairs in order. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial forecasted financial statements, we can assist you. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Many times when a client of ours is being audited, we have the audit take place at our office to minimize the distraction to the client or his business and to assure our availability to provide timely and professional representation for our clients. |
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| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
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| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; financial impact; and cash flow considerations. |
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| Payroll Preparation |
| We offer an inclusive payroll preparation service which can be customized to meet your payroll needs. We offer direct deposit, electronic payroll tax payments and custom payroll reporting with complete confidentiality. We have appoximately 30 payroll clients in an array of industries. |
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| Payroll Tax Services |
| We can provide comprehensive payroll tax services to include preparation of all quarterly and annual payroll tax reports required by the United States Government and all 50 states and any filings you would need to set up your payroll process in new tax jurisdictions. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. Once you have selected your plan type, we can design, implement and administer the plan for you. Charlsa Slayton (see contact page) heads up this area and can answer all your questions. |
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| Personal Financial Statements |
| We can prepare compiled or reviewed personal financial statements to meet your needs. |
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| QuickBooks Consulting |
| We can assist in the setup of QuickBooks for your company including customizing the chart of accounts to meet your needs. We can train you or your employees on the usage of QuickBooks and troubleshoot any problems that might arise in the day to day operation of your QuickBooks system. Wendy McMeans heads up this area and would be happy to discuss your needs. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Reviews |
| Reviews are the middle level of financial reporting and "consist principally of inquiries of Company personnel and analytical procedures applied to financial data". We currently have several review clients operating in different industries. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns including all fifty states for various types of entities including individuals, corporations, partnerships, limited liability entites, trusts, estates, gift tax, not-for-profit organizations and employee benefit returns. |
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