Individuals

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Together, we can develop your investment strategy. We help you build an investment portfolio that meets your objectives, while carefully considering your risk tolerance.
Accumulating wealth is one of the most important financial objectives in the planning of individuals and businesses. We can suggest and explain different investment vehicles, as well as the tax and economic implications to maximize your wealth.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. We can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the 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.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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. Tax services offered include but are not limited to:

       Tax planning & return preparation
        Individuals
        Corporations
        Partnerships
        LLCs/LLPs
        Estates, trusts & gift 
       Taxing authority representation
       Divorce and support issues
       Tax effects of buying/selling a business
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a complex corporate structure, we can develop tax strategies that take advantage of new tax laws and legislation.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the 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.
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.
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.
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis, tax considerations, and valuation premiums and discounts.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

 Businesses

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Providing financial information to our clients in a timely and accurate manner is an unwavering commitment. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including:

       General ledger & financial statement preparation
       Bookkeeping (Monthly/Quarterly/Annual)
       Accounting system setup for new businesses
       Computerized payroll services
       Business tax return preparation
       Personal financial statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
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.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. We also provide all aspects of payroll and payroll tax processing for an affordable per-payroll charge. Payroll tax preparation is also available.
QuickBooks allows many business owners to spend less time on the books and more time doing what they do best – focusing on their business. We can purchase, install, setup and train for any type of business.

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. Tax services offered include but are not limited to:

       Tax planning & return preparation
        Individuals
        Corporations
        Partnerships
        LLCs/LLPs
        Estates, trusts & gift 
       Taxing authority representation
       Divorce and support issues
       Tax effects of buying/selling a business
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a complex corporate structure, we can develop tax strategies that take advantage of new tax laws and legislation.
Many of our clients are responsible for collecting and submitting sales taxes in many different states and municipalities. We can assist in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
The registration process can be overwhelming to many businesses. We make it easier by identifying the preparing the required registrations appropriate for your business.
Together, we can develop your investment strategy. We help you build an investment portfolio that meets your objectives, while carefully considering your risk tolerance.
Accumulating wealth is one of the most important financial objectives in the planning of individuals and businesses. We can suggest and explain different investment vehicles, as well as the tax and economic implications to maximize your wealth.

We are exposed to many different financial and tax issues. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

       Mergers & acquisitions
       Asset protection
       Investment review
       Bankruptcies
       Litigation support
       Cash flow forecasting
       Employee benefit plans

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We can help your business identify areas negatively affecting profitability and growth and help to develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

       Accounting software selection and implementation
       Type of entity selection
       Business valuations
       Buying/selling a business
       Computer systems
       Financial & retirement decisions
       Estate, trust & gift planning
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs, SIMPLE's…) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of pension plan that will best serve your retirement needs.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Forecasting is a necessity when trying to effectively manage and grow your business. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
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 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.
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.
We can help select the right software program to meet your needs. Many businesses can use QuickBooks, for which we are registered Proadvisors. We can purchase, install, setup and train.
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis, tax considerations, and valuation premiums and discounts.
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