| Mergers & Acquisitions |
Finding
the right business partner for your company can be a difficult task. We
can assist you in the merger or acquisition process by assessing such
critical elements as tax considerations; product/service compatibility;
competitive tactics and position; financial impact; and cash flow
considerations.
|
| Other Services |
Due
to our diverse client base, we encounter a wide array of financial and
tax issues. As a result, we have gained valuable experience over the
years in numerous specialized areas, many of which are listed below. We
feel our ability to provide such a variety of services reflects our
versatility and competency, as well as our dedication to quality client
service.
*Mergers & acquisitions
*Asset
protection
*Investment
review
*Bankruptcies
*Litigation
support
*Cash
flow forecasting
*Employee
benefit plans
*Expert
witness services
*Internet commerce
|
| Accounting Services |
| Providing
financial information to our clients in a timely and accurate manner is
a commitment that we feel can not 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
*Bookkeeping
(Monthly/Quarterly/Annual)
*Accounting
system setup for new businesses
*Computerized
payroll services
*Business
tax return preparation (Sales & Use/Business Property)
*Personal
financial statements
*Litigation support
|
| Compilations |
We
view our role in the financial reporting process as an opportunity to
provide constructive solutions for maximizing your company's
profitability and efficiency. Compilations differ from reviews and
audits as they are based upon client information provided and used
primarily for internal use only as no assurance is expressed.
|
| Bookkeeping/Write-Up |
Meaningful,
well-organized financial records ensure that your business operations
will run more efficiently on a daily basis and are the foundation of a
successful business. Our qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
|
| Cash Flow & Budgeting Analysis |
A
business can be profitable and still run into trouble due to cash flow
issues. We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track cash-flow sources
and uses.
|
| 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
-
Not-for-profit organizations
*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.
|
| Tax Preparation |
Our
significant investment in computerized tax preparation and research
software enables us to accurately and efficiently prepare returns for
various types of entities including individuals, corporations,
partnerships, trusts, estates, and not-for-profit organizations.
|
| Estate & Trust Tax Preparation |
Effective
estate and gift 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. We can guide you
through the complex process of getting your financial affairs in order.
|
| Consulting Services |
| We
gauge our worth 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. The following is just a few of the
areas in which we provide consulting services:
*Accounting
software selection and implementation
*Type
of entity selection
*Business
valuations
*Buying/selling
a business
*Computer
systems
*Financial
& retirement decisions
*Estate, trust & gift planning
|
| Business Valuations |
Whether
you are thinking of buying a new business or in the midst of a
difficult divorce, the amount attached to the value of your business is
important. We can provide useful and objective analysis to assist you
in the valuation of any business in which you have an interest.
|
| Retirement Planning |
Successful
implementation and periodic review of your financial plan will ensure
financial independence during your working years and through your
retirement years.
|
| Debt & Financing Services |
Debt
management and the evaluation of financing options are issues that an
experienced professional deals with every day. Let us use our
experience to assist you in securing financing for your personal or
business needs or consolidating your current debt to a more manageable
level.
|
| 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. |
