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Services

Completing tax forms is just a small part of the services available to our clients. Our primary focus is developing specific tax-planning strategies to optimize profitability for businesses, organizations and individuals.

Our professional services include:


Tax Services

Our group of experienced tax professionals is knowledgeable in tax law compliance at the federal, state and local levels and stays on top of changes and developments in new tax laws through research and monitoring. We take the time to meet your short- and long-term goals for personal wealth and business financial plans. Advising you throughout the year, we will help ensure you’re in the best possible position when it’s time to file your returns.

Our specialists handle relations with government agencies, when that’s necessary. And, of course, we prepare all required federal, state and local income tax filings, returns, estimates, payroll taxes, W-2’s, 1099’s and other tax compliance filings, as necessary. A sampling of our tax services include:

  • Entity Selection/Tax and Business Objectives
  • Mergers and Acquisitions
  • Strategic Tax Planning
  • Trust and Estate Planning
  • Business and Individual Income Tax Preparation/Planning
  • Federal, State and Local Taxation Compliance
  • Sales and Use Tax Research and Compliance
  • Fixed Asset and Depreciation Maintenance

Business and Management Services

In today’s economic climate, pressures are mounting and you deserve someone on your side. We become an integral part of your team while providing an objective point of view.

Each day you face opportunities – and issues. Our professionals focus on your needs and bring expertise and ideas to the table. We offer more than just standard solutions and routine advice. The right advice means greater benefits to your “bottom line”.

We work with our clients to identify areas within their business that may be negatively affecting profitability and growth and develop solutions that are practical and technically sound.

The following are just a few of the areas in which we provide consulting services:

  • Business Plan Development
  • Start-Up Assistance and Entity Selection
  • Strategic Planning and Succession Planning
  • Cash Flow Projections and Budget Analysis
  • Internal Controls Review and Due Diligence
  • Profitability Consulting
  • Accounting Software Implementation and Technology Planning
  • Tax Strategy, Planning and Preparation
  • Transactional Planning, Reporting and Tax Implications
  • Mergers and Acquisitions
  • Estate and Retirement Planning
  • Family Business Consulting

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