INDUSTRIES WE SERVE

Individuals

Our firm offers a wide range of services to individuals. Our clients benefit by receiving personalized, quality service that is beyond comparison.

Services for Individuals

Agreed-Upon Procedures Engagements

When you need an accountant’s report on financial data or schedules that don’t necessarily fit the standard definition of financial statements, an agreed-upon procedures engagement may be appropriate. Our team will meet with you to define the scope of a project to fit your particular needs.

Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Bookkeeping/Write-up Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Debt and Financing Advisory

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Forecasts and Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

QuickBooks^™ Consulting

QuickBooks^™ software has become the software of choice for many small businesses. In order to assist our clients in utilizing the software to meet the needs of their businesses, we maintain the status of Certified QuickBooks^™ Consultants. This certification is obtained through continuous education involving the software program as it evolves through new versions. Efficient utilization of the program can increase your productivity and decrease the amount of time required to maintain useful accounting records. As an Intuit Solutions Provider, we can assist you with a wide array of business solutions.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Sales and Use Tax Compliance

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Return Preparation

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Individual Services Team Leaders