Tax & Accounting Services

We will analyze your business sector, current transactions, future plans and emerging needs, helping you to identify a software solution that balances ease of use with the flexibility to grow with your company. We will also evaluate your current technology to help you determine whether your business would be best served by locally-hosted software or a software subscription plan (Software as a Service (SaaS)).

Accurate financial reviews and audits make it possible for your company to maintain compliance, secure financing, find investors or prepare the business for sale. The review process also provides valuable insights into the strengths and weaknesses of your organization’s internal controls, offering unique opportunities to improve how you do business.

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 success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.

The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.

When the time comes to explore selling your business, we will provide support for you and your staff at every step. Our services include accurately valuing the company, vetting potential buyers, and ensuring that qualified buyers have easy access to all the information they need to fulfill due diligence obligations.

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Our services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.

Whether you are contemplating staying the course, implementing sweeping changes, or anything in between, our financial analysis services will support the continuing prosperity of your business.

We will work closely with your key personnel to assemble all the data needed to develop your financial statements. We will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.

Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.

Many management consultants offer a narrow focus, but our approach is comprehensive. We provide expertise in general business planning, merger and acquisition support, and a broad range of other services designed to keep your company on track and moving toward its goals.

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. Even when notarization is not legally required, having a notary public witness and authenticate the execution of an agreement ensures that your company’s interests will be well protected if the terms of the agreement are ever disputed.

Our payroll services professionals will work with your staff to implement sound payroll administration practices that can be swiftly adapted whenever the need arises. We closely monitor changes in payroll regulations, tax laws, and compliance requirements, ensuring that your business stays informed and compliant with any updates that could impact your payroll processes and employees.

Whether you are devising your personal retirement strategy or choosing a retirement plan to offer your employees, we can help you find the best options for you. Drawing on years of experience in retirement strategy, we will work with you to develop a retirement plan designed to withstand the economic ups and downs that inevitably occur over time.

We will help you understand and meet all of your sales tax obligations, including calculating use taxes (if applicable) and filing timely and accurate returns. We can also help you determine whether changes in your operations might increase or decrease your sales tax liability.

Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, we can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, we can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.