Our services
Seventeen services across tax, accounting and assurance, and advisory — each tailored to your specific situation, never one-size-fits-all.
01 · Tax
Effective tax preparation and planning can help you minimize your future tax liability. We proactively manage both your personal and your business tax issues — including understanding how upcoming business opportunities impact your tax status, and vice versa.
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a difficult time. We work with your legal counsel to help structure your estate and trusts to minimize taxes and ensure a smooth transition to your heirs.
An IRS audit can be an intimidating and complex process. If you or your business face an audit, we bring years of experience with tax matters and IRS audit procedures to ensure you are properly represented when dealing with the IRS and other tax authorities.
State and local tax authorities are looking to maximize sales tax collections. We help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
02 · Accounting & Assurance
Our audit, review and compilation capabilities are a core part of our services. We tailor each engagement to the unique needs of your business and deliver financial statements and reports that are clear, concise and acceptable to all outside parties.
If your business does not currently have accounting staff, or is outgrowing its current bookkeeping system, we provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.
Financial statements are an important tool for management decision-making, and represent your business to lenders, partners and potential buyers. We work closely with your key personnel to develop accurate and timely financial statements.
Strong financial analysis opens up new opportunities to improve management, planning and decision-making. We provide the numbers to support, reject or contemplate a course of action, and show how situations may evolve under different scenarios.
Constantly changing federal, state and local laws make payroll an ongoing challenge. Our payroll professionals are well versed in these regulations and proactively alert you to material changes that affect your business and employees.
There is no shortage of accounting software solutions. SaaS, cloud computing and other innovations add new dimensions to the decision. We help you choose and implement the right solution to meet the needs of your business now and in the future.
We are members of the QuickBooks ProAdvisor program. Our QuickBooks experts can help with the set-up and installation of QuickBooks, and provide training for your employees when needed.
03 · Advisory & Consulting
As a true business partner, we are available to help you address any business problem or opportunity. We engage in consulting projects to help you make the right decisions for the future of your business — from expansion to restructuring.
The entity you select — LLP, LLC, sole proprietorship, partnership, corporation — carries enormous financial and tax implications. We explain each choice and its implications so you make the right decision as your business grows and changes.
Few decisions are more important or complex than a buy or sell decision. When selling, we support every step — valuing the business, vetting buyers and supporting due diligence. When buying, we help you evaluate the opportunity.
Our management advisory services focus on improving the efficiency and effectiveness of your business and its operations — including business planning, mergers, acquisitions and other strategic support.
Retirement planning is critical in uncertain times. Whether you are building a plan for yourself or choosing a plan to offer your employees, we help you evaluate the options and make the choice most appropriate for you.
We handle all aspects of bankruptcy and divorce matters, working with debtors, creditors, lenders and trustees. We understand the needs of all parties and the timely information needed to make the right decisions.