TAX PLANNING & RETURN PREPARATION

Tax Planning & Return Preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

ESTATE & TRUST TAX PREPARATION

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.

View the Estate Planning Guide.

INTERNAL REVENUE SERVICE REPRESENTATION

During our years of experience dealing with many tax 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.

INTERNATIONAL TAXATION

Our experience with the taxation of U.S. residents working abroad and foreign citizens working or investing in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

AUDITS, REVIEWS & COMPILATIONS FOR PRIVATELY-OWNED ENTITIES

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance: (1) Audit: An intensive examination with the highest level of assurance. (2) Review: Some analytical procedures conducted with limited assurance. (3) Compilation: Based upon client information provided and used primarily for internal use.

BUSINESS SUCCESSION PLANNING

Choosing the form of entity of your business (e.g., S corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive and 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.

BUYING & SELLING A BUSINESS

Structuring the purchase of a sale of a business property is a critical first step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

BUSINESS CONSULTING

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and 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.

ACCOUNTING SOFTWARE SELECTION & IMPLEMENTATION

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experience staff can help you choose and implement the system that best fits your needs.