Accounting & Tax Preparation Services

Tax Preparation

You get peace of mind when you rely on our experienced professionals to handle the complexities of tax return preparation including individuals, corporations, partnerships, LLCs, S-corps, trusts, and estates.

Approachable and adaptable, you can count on us to handle the tax reporting regardless of how your situation changes. With the tax code and regulations extending to over 16,000 pages, filling approximately 20 volumes, plus multitudes of tax cases and rulings, why wouldn’t you get a professional to help you with your taxes? Save yourself the stress. You have more time to do what you do best when you rely on us to do what we do best.

What is your time worth to you? According to government statistics, the average itemized tax return with interest and dividends took 28 hours and 30 minutes to prepare. Surprised?

Each year, federal income taxes increase in size and difficulty. Each year tax software packages get better, but even using software programs require time. Plus, the outcome is directly related to information being entered correctly by the taxpayer. To save you stress, the services of a paid professional may be something to consider now.

We stay abreast of tax law changes, are familiar with software glitches, and have insight about frequently overlooked deductions. This year, many tax returns will be directly affected by new legislation in recent tax bills. Our CPAs have studied and equipped themselves to work with the latest guidelines. Our CPAs are required to complete 80 hours of continuing education every two years for licensing. Often, our clients find that using our services not only pays for itself, but offers them a learning experience that saves them even more in the future.

Tax Planning

Year-round strategies, not just year-end tax preparation. Are you confident you’re taking advantage of every tax break you deserve?

You may have an existing tax preparer or you may be trying to handle your returns yourself. In fact, you or your tax preparer may even be putting the right numbers in the right boxes on the right forms. But what is being done to make sure you get all the breaks you deserve? When was the last time your accountant came to you and said “Here’s an idea I think will save you money?”

We believe proactive tax planning is the key to helping you keep more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole, and opportunity without “aggressive” strategies, “gray areas,” or “red flags.”

Our tax planning services provide more than just number crunching. You receive specific, plain english strategies to reduce your overall taxes based upon your unique tax and financial circumstances.

• Income Tax Planning
• Retirement Planning
  
• Estate Planning
• Year End planning
  
• Tax Estimates
• Cost Segregation
  
• 1031 Exchanges
• Business Succession
  

Business Advisory

Receive creative and flexible strategies to help you address the issues unique to you and your business.  Make financial and tax decisions with confidence when you rely upon our consulting services. 

• New business advisor and start-up services
  
• Determine the most advantageous form of organization for your business
  
• Accounting software selection and implementation     
  
• Advice regarding the sale and/or purchase of real estate
  
• Structure acquisitions, dispositions, and reorganizations
  
• Interpret new changes in the tax law
  
• Determine the tax effects of transfers of ownership within family-owned businesses
  
• Analyze tax benefits of investment opportunities
  
• Resolve estate and succession planning issues
  
• Design and recommend compensation, benefit, and retirement plans
  
• Determine the most beneficial business accounting methods
  
• Analyze tax consequences of agreements and contracts
  
• Provide representation before the IRS and other government agencies

Accounting Services

Run your business more efficiently and effectively when you let us assist you with the day-to-day tasks associated with the bookkeeping and preparation of financial statements.  You get timely and accurate financial records without the hassle.  We provide a full range of cost effective accounting services including the following:

• Bookkeeping (Monthly/Quarterly/Annual)
  
• General ledger & financial statement preparation
  
• Accounting system setup for new businesses
  
• QuickBooks installation, setup and operations
  
• Cash flow management
• Budgets and financial projections