Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Personal Tax Return Preparation Services
Before you begin the daunting task of doing your own taxes, ask yourself these questions:
- Are you familiar with all the allowable deductions and credits in view of the most recent tax law changes?
- If you are audited by the IRS, do you have someone to represent you?
- Can the most complete tax software package or internet service provide you with 24-hour assistance and advice?
If these questions were as difficult to answer as completing you own 1040, please read on…
All clients receive a FREE tax organizer to help quickly gather the information necessary for tax preparation. The organizer’s easy to use format prevents you from overlooking valuable expenses, deductions and credits.
The Internet and tax preparation software programs are only as accurate as the person inputting the numbers. These are just shortcuts to tax return solutions that often become more taxing than the traditional service we provide.
International Tax Services
We specialize in tax preparation and consulting for:
- Expatriates – U.S. citizens temporarily assigned abroad
- Dual-Status citizens
- U.S returns for individuals from Germany, Austria, U.K., France, and Slovakia
- Part year residents and Non-resident Aliens.
Business Services
We offer the following to small corporations, partnerships and proprietorships:
- Business Statements
- Sales & Payroll Tax Returns
- Corporation Income & Estimated Income Tax Returns
- Partnership Returns
- Schedule C and Estimated Individual Income Tax Return Statements
Non-Profit Organizations