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SERVICES

 

IRS Representation

During our years of experience dealing with many taxing 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.

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Tax Services

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. Tax services offered include but are not limited to:

• Tax planning & return preparation

• Individuals, Corporations, Partnerships

• Estates, Trusts and Gift Taxes

• Not-for-profit organizations

• Taxing authority representation for IRS Audit, Non-Tax filing, Taxes Levies

• Foreign Financial Institution Accounts Reporting and Filing

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation

• Bookkeeping -Monthly; Quarterly; and Annually

• Accounting system setup for new businesses

• Computerized payroll services

• Business tax return preparation for states Sales & Use Tax and Business Property Returns

• Payroll quarterly and year-end filing

• Personal financial statements

• Litigation Financial Analysis and Support

• Divorce and support issues

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Bookkeeping

Well organized and accurate record keeping are the foundation of successful business, and yet can be complicated and time consuming. We can assist and training your organization with day-to-day task bookkeeping, and you can focus on your core business.

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Forensic Accounting and Litigation Support

These services can involve quantification of economic loss or damages. We are providing supporting services to:

• Forensic accounting and financial fraud investigations

• Tracing and flow of funds analysis

• Intercompany account and transaction analysis

• Asset search and analysis the nature and volume of transactions conducted, and the interplay among related accounts​

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QuickBooks Advising and Support Services

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We can assist and help but not limited to:

• Determine which QuickBooks product will fit your business need

• Installation and set up

• Operation assistance

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Schedule a meeting to learn more about how we can help you.