Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Services
Tax Services
We prefer to 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 expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
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.
Estate & Trust Tax Preparation
We are well-qualified, based on our years of experience, my MST degree and my CSEP designation, to assist you after the fact with the estate and trust tax preparation process.
IRS Representation
During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Consulting Services
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. As a Certified Specialist in Estate Planning, I can guide you through the complex process of getting your financial affairs in order.
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. I can assist you in evaluating the type of pension plan that will best serve your retirement needs and those of your employees.
Accounting Software Selection & Implementation
With the various computerized accounting software packages available for small businesses and individuals, selecting one that is right for you has become increasingly difficult. We can help you choose and implement the system that best fits your needs.
Business Consulting
We gauge our success by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
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.
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, I am fully qualified to address the complex issues of business continuation and can assist you, your attorney and other advisors in developing a strategically sound plan.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Accounting Services
Reviews & Compilations
We view our interaction with our clients during the financial reporting process as an opportunity to provide constructive solutions for maximizing company profitability and efficiency. We provide financial reporting on two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Accounting system setup for new businesses
*Personal financial statements
*Litigation support
Other Services
Expert Witness Services
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. My level of competence allows me the opportunity to function as an expert witness in such cases.
Litigation Support
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. I can compile information efficiently to assist in the calculation and documentation of potential economic loss or damages.
