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Professional Services Available
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We offer a wide array of professional services to our clients. Due to our firm being relatively small, our clients benefit from getting personalized quality service.
Professional Tax Planning and Preparation:
Tax planning and preparation are services available to our individual and business clients. Whether you are an individual or multi-state business, our experienced and dedicated team can help you benefit from new tax laws and legislation.
Estate Planning, & Inheritance Tax Preparation Services:
Effective estate planning is a process that involves the orderly transfer of assets to your beneficiaries, enables and provides security for the surviving spouse, and can help reduce inheritance and estate tax. Our team provides a full range of federal and multi-state inheritance and estate tax preparation services.
IRS & Multi-State Representation:
We have years of experience in working with multiple taxing authorities and agencies. Our team can help ensure our clients are properly represented in tax matters with the IRS, State, and Local governments.
Financial Statements Services:
We can help with the preparation of individual or business financial statements in accordance with GAAP. Our team provides reporting on two levels of assurance.
· Review- Analytical procedures and processes with limited assurance
· Compilation- Data retrieved and based upon specific client information for management use.
Professional Accounting Services:
Well organized and detailed data ensures that businesses will operate efficiently. Our team provides an array of cost effective accounting services shown below:
· Accounting system setup for new businesses
· Bookkeeping
o Monthly
o Quarterly
o Annual
· Business tax return preparation
o Sale & Use
o Personal Property
· Personal Financial Statements
· Litigation Support
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