We will thoroughly and conscientiously study your personal situation and provide advice for your specific needs.
- Tax Preparation & Planning
- Estate & Trust Tax Preparation
- IRS Representation
- Retirement Planning
- Business Consulting
- Financial Analysis
- Management Advisory Services
- Payroll Assistance
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you manage both your personal and your business tax issues. We understand how the latest federal, state and local tax legislation and other developments affect you. We are constantly striving to improve tax planning opportunities and new ways to reduce federal, state or local tax liabilities.
Estate & Trust Tax Preparation
Estate matters affect everyone. However, you can ease the way for your heirs during a very difficult time. 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.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we have 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.
Retirement planning is always critical. 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. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the compliance issues related to each type of plan.
We are available to help you deal with many business challenges and opportunities. We can help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to assist you.
Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are available to provide this type of financial analysis to support the continued prosperity of your business.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, selling the business, business acquisitions and other advisory support.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our Team is well versed on these laws and regulations.