Our firm offers a wide range of cost-effective services to our individual and business clients. Let our personalized, quality service help you with tax and business solutions.
Tax Planning & Preparation
We understand that tax planning is an important part of your overall business strategy all year, not just an element to consider at year-end. You may be confident that we are well versed in the latest tax laws to offer practical, proactive solutions to minimize your tax liabilities. Our tax services include tax returns for individuals, corporations, partnerships, trusts, and nonprofits.
A business valuation is important to business owners whether you are negotiating a merger, considering new shareholders, or resolving disputes. An objective valuation is critical to a successful outcome. Our professional will work to understand and analyze your business to provide a comprehensive valuation.
Mergers and Acquisitions
In the complex world of mergers and acquisitions, the structure and form of the transaction are essential for successfully meeting your business objectives. We will assist in making sure IRS structure and form compliance issues are met, along with meeting financial accounting standards. We will also help you understand the impact of income taxes and your roles and responsibilities in relation to the new entity. Before expanding or consolidating your business via merger or acquisition, let us guide you through the process.
Let us handle all your payroll needs to leave you time for expanding your business. Your payroll is prepared timely and your payroll taxes are prepared and submitted properly. Our payroll services include:
- Payroll preparation
- Direct Deposit
- Federal, state, and city payroll tax filings and payments
- W-2, W-3, and 1099 preparation and electronic filing
- Workers’ compensation audits
- Support and resolution of payroll tax issues
New Business Formation
Starting your own business is exciting but you must be intentional about choosing the correct entity for your business. This is a crucial decision that can have longstanding tax implications, both positive and negative. We can assist you in evaluating your business goals in conjunction with the implications of the business entity to determine the most advantageous form of business for your company. Then we will prepare the initial start-up documentation, including incorporation, federal employer identification number, and any required tax election applications.
Proper management of accounting and tax records for non-profit organizations and churches is important to meeting IRS guidelines and monitoring activity to meet goals and objectives. We can assist you with meeting IRS requirements for reporting activity and maintaining proper records.
Bookkeeping & Record Compilation
Maintaining accurate records for your business is essential to tracking and analyzing your company’s performance. Our staff will turn your business information into accurate records and financial statements, allowing you more time to grow your business.
Business Financial Plans
Following a business model and having a business plan are essential to growth and success. We can facilitate the completion of business budgets to track revenues and keep costs under control. In addition, we can construct financial growth models to forecast future opportunities for your business.
Let us take the hassle out of calculating and filing your sales tax. We make the process easy and efficient.
We are experienced in QuickBooks software and can assist you in its many functions so your records will be accurate and up to date, whether you are just starting or need cleanup help.