Accounting Software Selection & Implementation

We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

Audits, Reviews, and Compilations

We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

Business Consulting

Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. We can explain each choice and its implications.

Buying or Selling a Business

When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

Estate & Trust Tax Preparation

We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.

Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making.

Financial Statements

We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

IRS Representation

If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Management Advisory Services

We can provide support in business planning, mergers, acquisitions, and other advisory support.

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.

Payroll Services

We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Retirement Planning

Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options

Sales Tax Services

We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Tax Preparation & Planning

We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.