Services
If you have been looking for financial guidance that is tailored to your unique requirements, available when you need it, and delivered with a personal touch, you will appreciate the services we provide. From individuals to corporations, our firm serves a variety of clientele. Many of our clients include professionals, hotels, retail stores, insurance companies, non-profit organizations, manufacturing companies, and many other service industries. We are ready to assist in any of the following areas:
- Business Planning
- Tax Planning and Preparation
- Auditing and Compliance Reporting
- Accounting and Payroll Services
- QuickBooks Consulting
- Employee Benefits Management
- Eldercare Services
Business Planning
We gauge our worth by the personal and business success 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 strategies that address the issues affecting your business. The following is just a few of the areas in which we provide business services:
Managing a business is a day-to-day challenge. In order to assist businesses in managing their daily operations without overlooking important financial details, we offer a number of specialized services:
- Short and long term planning
- Budget development
- Business planning
- Buy-sell agreements
- Management reports
- Strategic planning
- Long-term forecasting
- Management succession planning
- Lease vs. buy analysis
- Operational reviews
- Mergers and acquisitions
- Sales of businesses and properties
- Staff training
- Computer support services
- Software selection, setup and training
- Internal control consulting
Tax Planning and Preparation
We offer more than routine, compliance-oriented tax service for individuals, corporations, partnerships and non-profit organizations. We are a pro-active firm, with expertise in developing personalized strategies for individuals and businesses to minimize estate, gift and income taxes. We are experienced in developing innovative, tax savings solutions to the often complex problems that face our taxpayers. Our experience can help you to structure your affairs to save taxes and maximize wealth.
Auditing and Compliance Reporting
Accounting and Payroll Service
We are experienced in performing compilations, reviews and audits, as well as client accounting services and payroll processing. Since basic financial statements usually don't tell the whole story, we'll work with you to design reports that help you manage your business better by providing you with the information you need in a format you understand.
QuickBooks Consulting
Employee Benefits Management
Eldercare Services