Tax Planning & Preparation
Tax planning is an essential element to a successful business and personal financial plan. At our firm tax preparation is one of the steps necessary in implementing custom tax strategies that are a part of a long term plan. Our staff prides themselves on keeping a pulse on tax law changes for both individuals and businesses.

Accounting Services
We feel strongly that timely and accurate financial information is the only way to ensure you are managing your business efficiently and effectively. We provide our clients with well-organized financial records which enable them to make informed business decisions. We offer various levels of accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Product profitability analysis
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Cost Accounting
Cost Accounting helps to identify measure and analyze the true indirect and direct costs of manufacturing and marketing a product. We can help you implement the appropriate Cost system for your industry

Business Entity Selection
Which business formation you choose will impact the way you maintain your records, the expenses that can be deducted and many other tax related implications. This is one of the most important decisions you will make for your company and it can have both positive and negative consequences. We will sit and meet with you, learn about your business and then give you a written report on which entity is best for you and why.

Acting CFO/Comptroller
This service is perfect for clients who are not yet prepared to hire a CFO or Comptroller but need their existing staff developed.  We can also assist in the hiring and review process of your in house accounting team and work on work flow efficiencies on a continual basis.

IRS Representation
If you have received a letter from the IRS or have been late in filing tax returns, let us help you. There are various options in handling tax issues however the order and timing of correspondence, information you provide and positions you take with the IRS are critical decisions. Let our experienced staff assist you in understanding all of your options.

Financial Forecasts & Projections
Realistic financial forecast and projections are tools which help you pave the way to growth in your business. Analyzing what you project for your company in the future can assist you in making sound financial decisions in the present.

Cash Flow & Budgeting Analysis
A company can have positive net income and still have major problems due to short falls in cash flow. Let us help you understand your future cash flow needs by analyzing your prior trends and future goals. Our firm can create and implement simple budgeting systems which ensure your company meets their revenue and cost targets.

Management Advisory Services
Even the most competent management team can use a second opinion now and then. One of the benefits of having a diverse clientele is that we see many different business plans, transactions and growth strategies. Allow us to share with you what we have seen work, and what we have seen fail so that we can use our experience to help you meet your objectives.