- Tax PlanningWe are experienced and up to date in tax law including complex tax codes and new tax regulations. We help businesses and individuals ethically pay the lowest amount of taxes allowable by law. Tax planning will form the foundation of your small business accounting. We can add services if you require payroll, tax preparation, or any others.
- Tax ServicesPreparing your own income tax return is a task that can leave you short of all the answers. It is easy to overlook deductions and credits to which you are entitled. Your tax return will be prepared by us, and checked by our computer software indicating potential problems the IRS may review. We can file your tax return electronically so you will get a refund back more quickly. We are experienced in preparing both individual and business tax returns.
- Income TaxIf you are having problems with the IRS, we are here to help. Receiving an IRS audit letter in the mail is daunting. IRS audits take time and resources, and cause undue stress. The IRS can use levies to seize your wages and assets, including checking accounts, autos, stocks, bonds, boats, paychecks, and even Social Security checks. We know your rights as well as the applicable laws, and can represent you before the IRS. We negotiate forbearance and payment plans as well as civilize the process. An IRS payment plan may be the way to resolve your problems. We can help to achieve the best settlement possible for you with the IRS.
- Investment ManagementWe are experienced and up to date in tax law including the computation of tax gains and losses resulting from the sale of assets in your investment portfolio. In addition, we use the following tax saving strategies: deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans, and using investments to produce income that is tax exempt from federal, state or both taxing entities. Planning is the key to successfully and legally reducing your tax liability. We do beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
- Accounting ServicesBusiness owners may need a helping hand to learn how to account for the business and put their books in order. Each month or quarter we will do the following for you, as well as counsel and train your staff: reconcile your bank account, generate an income statement and balance sheet, clean up your general ledger, and other bookkeeping tasks. We can also provide set-up and training for you to use QuickBooks. QuickBooks is the ideal business accounting software for small-to-mid-sized business owners. We have experts in QuickBooks who can provide ongoing support to you.
- Payroll ServicesSmall business owners spend an average of eight hours per month performing payroll functions. That amounts to 12 days per years that could be spent generating sales, pursuing new business opportunities, improving products, or servicing customers. We offer payroll solutions that meet your business needs and enable you to spend time running your company. Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system: no more data entry, no more researching updates on new laws.
- Cash Flow AnalysisThe starting point for avoiding a cash crisis is allowing us to develop cash flow projections. We can develop both short-term cash flow projections to help manage daily cash, and long-term projections to help develop the necessary capital strategy to meet business needs. We also prepare historical cash flow statements to help gain an understanding of how money was spent. We can reconcile your bank balance every month and advise you of any bank charges, bank errors or mathematical mistakes so you know exactly how much cash is available for spending.
- Financial PlanningBuilding and preserving personal wealth requires specialized attention. We can prepare a comprehensive financial plan to help you manage risk, improve performance, and ensure the growth and future of your wealth. We can help you: save enough for a comfortable retirement, pay for your child's college education, protect your family in case you become disabled, achieve your investment goals, and leave a legacy for your heirs.
- Long Term CareWith our elder care services, you get the help of a caring, honest and knowledgeable professional. You get someone on your team, looking our for your loved one's best interests. As your cherished family member ages, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. We can assist with their daily finances and business duties and keep you informed every step of the way so that you always know that your family member's needs are being met.