Businesses

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Working out of state or thinking about it. Call us and find out if that means you may be required to file a new state return this year. Laws can be tricky and sometimes a simple job can turn into a complicated task at the end of the year.

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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.

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 bookkeeping.

We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

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 three levels of assurance:

• Audit – involves detailed examination of audit evidence with the goal of rendering an opinion on the fairness of the financial statement presentation.
• Review – some analytical procedures conducted with limited assurance
• Compilation – based upon client information provided and used primarily for internal use.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations.

With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Choosing the appropriate form of entity for your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or 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.