Services
We appreciate the opportunity to collaborate with our clients, to provide value-added services, and to tailor our approach to best meet the needs of each customer who we serve. We offer the following services to our clients.
General Business Accounting
Whether you need comprehensive accounting and bookkeeping services throughout the year, payroll accounting and compliance, or a relatively simple checkup, adjustments, and reconciliations at the end of your fiscal period, we can assist you with the financial accounting and reporting process. For businesses that utilize the accrual basis, we remain current on the latest tax and accounting pronouncements and are experts in Generally Accepted Accounting Principles (GAAP).
Tax Planning and Compliance
We offer comprehensive tax planning and compliance services for individuals and businesses – including partnerships, S-corporations, and C-corporations – as well as trusts, estates, and nonprofit entities. We stay abreast of the most current tax legislation and regulations, ensuring that your tax liability remains as limited as possible. Furthermore, our guidance on tax strategy can assist you in further minimizing tax liabilities in the years ahead. From a relatively straightforward individual return to complex multi-state and international tax situations, we have the knowledge and experience to ascertain the most favorable outcome for you.
Resolution of IRS and State Taxing Authority Issues
Dealing with the IRS and other taxing authorities can be stressful and confusing. Let us advocate for you. We can assist with matters such as a simple letter or notice to a correspondence audit or even a field audit. Additionally, we have proven success with the reduction or complete abatement of penalties and interest for both individuals and businesses, as well as the negotiation of Offers in Compromise with the IRS and various state agencies.
Comprehensive Business Formation Assistance
Not sure where to start? Not sure what type of entity is best for you and the future of your business, and which would be the most favorable from a tax perspective? We can help guide you through the process, including a discussion of the benefits and detriments of each business entity formation, initial filing formation requirements and regulatory issues, a partnership agreement or articles of incorporation if you select one of those forms, accounting setup, tax filings, and anything else relevant to the financial success of your business.
Comprehensive Accounting and Assistance for Nonprofit Entities
Looking to start a nonprofit entity? We can assist you with that. We have expertise in streamlining the initial process of registering your entity with the Secretary of State through the application for nonprofit status with the IRS and once nonprofit status has been granted, we have your accounting, regulatory, and compliance issues covered.
Financial Guidance and Planning
We offer personalized financial planning services to help you reach your short term and long term financial goals. We insist on a holistic approach to financial planning, considering all aspects of your financial situation.
Attestation and Review (Audit) Services
Our attestation and review services help you ensure your financial statements are accurate and comply with all accounting standards. We have extensive experience conducting attestations and review for businesses of all sizes, including nonprofit entities, ranging from item specific attestations to comprehensive reviews.
Forensic Accounting and Expert Witness
We offer qualified forensic accounting services to individuals and businesses for various types of situations. As a Certified Fraud Examiner (CFE), we have extensive experience in this capacity. Past examples of work performed include examining financial records of both for profit and nonprofit business entities when accounting fraud/misappropriation of assets was suspected, and providing expert guidance and financial reports for clients in contentious divorce litigation.