Services
TAX SERVICES
INCOME TAX PLANNING AND PREPARATION – Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or multi-tiered partnership, our experienced tax professionals can develop tax strategies that make tax laws work to your advantage. We provide a full range of year-round tax planning and preparation services. We guide you in structuring your operation to be tax efficient. We believe that “It’s not what you make that counts, it’s what you keep.”
ESTATE PLANNING – Working closely with your attorney, we can assist in asset transfers/gifting, probate issues, charitable contributions, discount opinions and reviews of family limited partnership agreements.
IRS REPRESENTATION – We have over 20 years experience working in the field of taxation and effectively representing our clients’ interests before the various government authorities.Other tax services include:
* Transaction structuring to minimize taxes
* Asset and income shifting within the family
* Deferred real estate exchanges
IRS REPRESENTATION – We have over 20 years experience working in the field of taxation and effectively representing our clients’ interests before the various government authorities.Other tax services include:
* Transaction structuring to minimize taxes
* Asset and income shifting within the family
* Deferred real estate exchanges
CONSULTING SERVICES
BUSINESS ADVISORY SERVICES – Even the most qualified business owners and managers can benefit from competent, objective feedback. We can help you develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
BUYING AND SELLING BUSINESSES – We can estimate ownership values, evaluate candidate companies and offers, assess tax consequences, develop asking prices and negotiation tactics, and prepare sales packages and other information for buyers.
CASH FLOW PLANNING AND BUDGETING – 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.
PENSION AND PROFIT SHARING PLANS – Successful implementation and periodic review of your retirement plan provides significant tax advantages and employee retention benefits.
BUSINESS MANAGEMENT – We offer an array of services to individuals who prefer to rely on their accounting firm to manage their personal finances. For clients who travel extensively or maintain multiple residences, receiving, monitoring, and paying bills can present a challenge. For those clients, we assign a personal bookkeeper to manage all aspects of their personal finances. Other consulting services include:
BUYING AND SELLING BUSINESSES – We can estimate ownership values, evaluate candidate companies and offers, assess tax consequences, develop asking prices and negotiation tactics, and prepare sales packages and other information for buyers.
CASH FLOW PLANNING AND BUDGETING – 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.
PENSION AND PROFIT SHARING PLANS – Successful implementation and periodic review of your retirement plan provides significant tax advantages and employee retention benefits.
BUSINESS MANAGEMENT – We offer an array of services to individuals who prefer to rely on their accounting firm to manage their personal finances. For clients who travel extensively or maintain multiple residences, receiving, monitoring, and paying bills can present a challenge. For those clients, we assign a personal bookkeeper to manage all aspects of their personal finances. Other consulting services include:
* Purchase investigations
* Business start-ups
ACCOUNTING AND AUDITING SERVICES
Our philosophy is that a business can’t manage what it doesn’t measure. We work with you to develop financial measurement systems to help you manage your business.
AUDITS – We provide audit services in accordance with generally accepted auditing standards (GAAS) to small and medium-sized privately held businesses.
COMPILATIONS AND REVIEWS – We prepare annual and interim financial statements that are tailored to your specific needs. We work with you to develop financial statements that will serve as effective management tools designed to guide you on a course of profitability and sound fiscal management.
QUICKBOOKS – As a QuickBooks Professional Advisor, we offer a variety of services, including setting up, training and consulting in the use of QuickBooks business management software.
BOOKKEEPING/WRITE-UP – 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 accounting.
REVIEW AND ANALYSIS OF INTERNAL ACCOUNTING CONTROLS – Strong internal controls are essential to protect the assets of your business. We can assess these systems for your business and make recommendations to protect your assets from embezzlement and fraud.
TRUST AND ESTATE ACCOUNTING – This area of accounting is both complex and demanding. We have an experienced estate tax professional and support staff ready to meet the challenges and provide accurate and timely reporting.We provide other services not listed here.Please contact us to see how we can be of service to you.
AUDITS – We provide audit services in accordance with generally accepted auditing standards (GAAS) to small and medium-sized privately held businesses.
COMPILATIONS AND REVIEWS – We prepare annual and interim financial statements that are tailored to your specific needs. We work with you to develop financial statements that will serve as effective management tools designed to guide you on a course of profitability and sound fiscal management.
QUICKBOOKS – As a QuickBooks Professional Advisor, we offer a variety of services, including setting up, training and consulting in the use of QuickBooks business management software.
BOOKKEEPING/WRITE-UP – 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 accounting.
REVIEW AND ANALYSIS OF INTERNAL ACCOUNTING CONTROLS – Strong internal controls are essential to protect the assets of your business. We can assess these systems for your business and make recommendations to protect your assets from embezzlement and fraud.
TRUST AND ESTATE ACCOUNTING – This area of accounting is both complex and demanding. We have an experienced estate tax professional and support staff ready to meet the challenges and provide accurate and timely reporting.We provide other services not listed here.Please contact us to see how we can be of service to you.
FINANCIAL FREEDOM GOD'S WAY SEMINAR
Learn God's principles of handling money to become a better steward of your God-given resources. At a time when financial conflicts cause many personal problems, including more than 90% of all divorces, it is vital that Christians return to the wisdom of God's word.