Services
Professional CPA Services for Businesses & Individuals
Tax Services
Tax laws are constantly changing. We stay on top of those changes to help our clients minimize tax liabilities and maximize tax planning strategies. We build relationships with our clients by providing year round tax consulting to ensure that business and individuals identify opportunities to minimize their tax burden, maximize cash flow and plan for the future.
- Tax planning
- Tax preparation, research & consulting
- Tax credits & incentives
- Employee Retention Credits (ERC)
- Business & entity selection
- Representation before taxing authorities
- Estate & trust tax services
- State & local tax
- Sales & use tax
- Payroll tax processing
- Personal property tax
Accounting Support
We know many areas that worry small business owners and managers. Are you worried about making payroll, understanding your financial position, implementing an accounting system or finding a competent bookkeeper? We know small business owners and managers face these demands and more. We offer an extensive list of accounting and tax services.
- Accounts payable/receivable
- General ledger accounting
- Account reconciliations
- Fixed asset management
- Month, quarterly, and year-end closings
- Payroll tax and sales tax return preparation
- Cash flow management
- Implementation of new accounting software packages
Business Consulting
There are many aspects to consider when you're trying to create sustainable growth for your business. By knowing our clients we can evaluate current processes and help build long term strategies.
- CFO & Controller services
- Business valuations
- Family business consulting
- Cash to accrual or cash to GAAP conversions
Financial Planning
We empower families to live their best lives through strategic and tax efficient financial planning, we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve assets, our personalized service focuses on your needs, wants, and long term goals.
- Business planning
- Retirement plan distributions
- Charitable giving