Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service.
- Accounting Services and Financial Statement preparation
- Financial Forecasts & Projections
- Tax Planning & Preparation
- Estate & Trust Tax Preparation
- Estate Planning
- Business Advice and Consulting
- Accounting Software Selection & Implementation
Accounting Services and Financial Statement Preparation
Do you understand what your financial statements really mean? Do you know the questions your lenders will ask? Do you need help determining the answers? We prepare meaningful financial statements and review them with you to ensure that you understand them.
Would you like your financial reports further enhanced with graphs and a financial analysis? We would like to do that for you. Our firm provides a full range of cost effective accounting services including financial statement preparation, and related reviews or audits. We also assist with accounting system setup for new businesses, including assistance with software selection and implementation, e.g. Sage 50, Quick Books, etc.
How about a “financial checkup” or a “diagnostic review” to determine the strength of your business and to show you how you can fix any problems?
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.
Tax Planning & Preparation
Tax planning and preparation, is a corner stone of our practice. With a focus on preparation of complex returns, we focus on preparing returns for self-employed individuals such as fishers, farmers plus all other industries as well as individuals with complex investment transactions as well as terminal returns for individuals that died during the year. Get your personal tax returns done at a firm where you meet and know your tax preparer.
Estate & Trust Tax Preparation
Not only can we help you with tax returns for living trusts, we can also help you at life’s end. Unfortunately, the government often wants a share of your estate even at the end. We can assist you or your loved ones in planning for this time.
If you are an executor or a lawyer looking for assistance in preparation of tax returns, we can help you. Or, we can help your own executor to prepare the final tax returns. Maybe not recognized by many individuals, including their legal advisors, there are often decisions and elections that can be made on final tax returns and estate returns to save substantial taxes. We encourage you to see us for help if you are an executor, and encourage you to recommend in your Will that your own executor seek tax advice.
Is your Will up to date? Have you taken the appropriate steps to reduce taxes, to protect your assets and to ensure your beneficiaries get the most from your estate? You need estate planning to organize the transfer of assets to your beneficiaries and to provide security for your surviving spouse. Whether you are an individual with minimal assets or a high net worth business owner, we can help you sort out your concerns and help you plan for the inevitable.
We can guide you through the complex process of getting your financial affairs in order, and we do it objectively.
Business Advice and 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 financial strategies that address the issues affecting your business.
Accounting Software Selection & Implementation
With the number of 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 have knowledge of various programs, either through personal experience or industry literature. Our staff can help you assess your needs and choose and implement the system that best fits your needs.