Business owners are frequently faced with complex problems and difficult choices. It is our job to provide them with the information they need to make informed decisions that will affect their future financial success. Our ability to adapt to changes in your business, as well as our ongoing efforts to educate our clients about changes in tax law and regulatory requirements, make us a likely choice when considering hiring a full service accounting firm.

Services provided to our business clients include, but are not limited to:

TAX SERVICES

  • Federal income tax preparation
  • State and local income tax preparation
  • Income tax consulting, planning and structuring
  • Representation before federal and state taxing authorities
  • Compliance related to offshore business units
  • Analysis of the tax aspects of your investments
  • Tax projections & cash forecasts
  • Multi-state taxation
  • Eligibility analysis for federal and state tax credits
  • Employee benefit plan options and compliance

AUDIT AND ACCOUNTING

  • Financial statement audits
  • Reviews and compilations
  • Preparation of financial statements
  • Agreed upon procedures
  • Financial projections and forecasts
  • Outsourcing and bookkeeping
  • Back office administration for investment partnerships
  • Employee benefit plans

ADVISORY

  • New business formation, including determining most appropriate entity structure
  • Quickbooks consulting and training
  • Succession planning
  • Coordinating tax planning strategies with outside legal and financial planners
  • Planning related to sale of business