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Income Tax Planning and Preparation

Tax code is complex and ever-changing.  We strive to understand the changes as they happen and to apply them to your business or personal situation in order to minimize your tax liability. We provide services for individuals, corporations, partnerships, pension plans, estates, and trusts. 

 

Business and Management Consulting

We provide sound advice and guidance from experienced professionals to assist you in achieving your business goals.  From buying a business and choosing the ownership form to obtaining financing and employee benefit considerations, we assist in the planning and building of a profitable and well-run business.

 

Financial Statement Preparation

Preparation of reviewed and compiled financial statements for bank financing, bonding, and business management.

 

Estate Planning

We work with legal and insurance advisors to identify areas where planning can significantly reduce estate taxes.  This may involve transferring business ownership, gifting, or the use of trusts.

 

QuickBooks Installation and Consulting

Accurate financial information is necessary to run your day-to-day operations.  Our knowledgeable staff can assist your business with developing a QuickBooks system that will provide up-to-date and accurate data. 

 

Payroll Reporting

Payroll reporting is necessary for any company with current or potential employees.  We can provide payroll reporting services to comply with city, county, state, and federal requirements.

 

Miscellaneous Services

  • Asset Tracking and Depreciation
  • Personal Property Tax Reporting
  • Income and payroll tax audit advocacy