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Our services we provide for you.
TAX SERVICES
Preparation and Planning to Minimize Taxes
· Individual Income Tax Returns
· Corporation Income Tax Returns
· Partnership Income Tax Returns
· Limited Liability Companies Income Tax Returns
· Estate and Gift Income Tax Returns
· Fiduciary Income Tax Returns
· Sales and Use Tax Returns
· Analyze benefits of Incorporation and assist in Incorporation
Representation Before Tax Authorities
· Represent client at tax audits
· Challenge the Internal Revenue Service position on issues where conflicting points of view exist
· Prepare protests to abate penalties
Tax Consulting
· Tax Planning and Counseling
· Advise on tax effects of business decisions
· Review tax returns prepared by others
· Plan for a change in accounting methods
· Analyze tax consequences of change of form of entity or yearend
· Analyze reorganization or liquidation of a Business
· Analyze sale or exchange of business property
· Shareholder distributions or transfers
· Provide tax counseling with respect to financial settlements involved in separation and divorce
· Obtain advance Internal Revenue Service rulings on tax consequences on the acquisition of another company
· Analyze tax consequences of investments
Sales Tax Procedure Audits
MANAGEMENT ADVISORY SERVICES
Profit Enhancement and Cost Control
· Develop strategies to enhance profits
· Identify, evaluate, and recommend reductions in operating costs
· Evaluate appropriateness of cost systems
· Advise on tax effects of business decisions
· Assist in budget implementation and business planning
· Help analyze operating results
Financial Analysis
· Determine equipment purchase payback
· Analyze lease vs. purchase opportunities
· Assist in designing compensation and benefit plans
· Review planned mergers and acquisitions
· Compare benefits of subcontracting vs. in-house production
· Analyze product profitability
· Evaluate profit margins
· Develop financial projections
· Analyze Industry Comparison
· Preparation and analysis of Cash Flow Projection
· Business Evaluation
· Support for Litigation
Business Financing
· Accelerate cash flow
· Reduce investment in inventory and nonprofit producing assets
· Shorten collection of accounts receivable
· Reduce credit carrying costs and receivable write-offs
· Prepare loan applications
· Assist in negotiation of financing and financial agreements
Operational Audits
Evaluation of Business Operations for Suggested Improvements
Computer Software and Hardware Consulting
Business Management and Organization Consulting
SMALL BUSINESS ACCOUNTING
AND AUDITING SERVICES
· Prepare New Business Applications
· Prepare business Financial Statements
· Develop formats for regular monthly or quarterly reporting
· Assist client in analyzing operating results
· Provide customized reports for management analysis
· Prepare client General Ledger
· Prepare Quarterly Tax Reports
· Prepare Sales Tax Returns
· Prepare Payroll Tax Returns
· Prepare yearend tax reports (W-2's, 1099's, etc.)
· Develop personal Financial Statements
· Prepare Merchant’s License Application
· Prepare Enterprise Zone Credit Application
· Perform operational audits
· Prepare Business Buy-Sell Agreements
· Prepare Accounts Payable checks
· Prepare Payroll checks
· Bookkeeping Services
· Prepare Employee Manuals
FINANCIAL SERVICES
Retirement and Special Needs Planning
· Assist client in establishing retirement goals
· Evaluate alternative retirement plan distributions
· Maximize appropriate benefits from social security
· Review non-financial areas and situations where retirement problems arise
· Evaluate need for Disability Insurance and Long-Term Health Care coverage
· Assist in savings or emergency planning
· Assist in Special Needs planning (i.e. saving for a new house or a new car)
Free Retirement Planning Anylisis
College Planning
· Estimate future education costs
· Review tax strategies to maximize asset accumulation
· Apply income shifting techniques
Estate Planning
· Develop strategies to minimize estate tax
· Assist client in developing estate goals
· Plan for use of trusts in client's estate
· Evaluate need for insurance
· Provide plan for avoiding costly probate
· Develop postmortem estate planning strategies
Risk Management and Analysis
· Identify client risk exposure
· Compare insurance needs to existing coverage
· Evaluate availability of assets to meet disability, ill health, and untimely death needs
Lump Sum Receipts
· Assist in determining best use for proceeds from insurance, inheritance, or divorce settlements
· Provide budget guidance to prevent mismanagement of funds
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