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Services

Tax

 

We provide Income tax preparation and representation service to Individuals and Small Business.  If you are being audited or have received a notice questioning information on your tax return, we can represent you regardless of who prepared your tax return.

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Other services provided;

  • IRS Audits,

  • Non-Filed Tax Returns,

  • Payroll Tax,

  • IRS Liens, Levies and Wage garnishments,

  • IRS Payment Plans,

  • Innocent Spouse Relief, and

  • Cancellation of Debt (COD) Income.

Payroll

 

There seems to be an endless amount of special reports that Government agencies require.  The penalties associated with non-compliance can exceed the original  payroll.

 

We can assist you by conducting a payroll compliance audit to identify noncompliance in the areas of;

  • Worker's Compensation,

  • Social Security,

  • Child Support, and

  • W-2 ,W-3, 1099 and 1096 reporting

We will develop a strategy to address any deficiencies found. 

Advisory

 

We want to be your tax adviser. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

 

As tax planners, we consider the impact of taxation on both the business entity and the individual owners. We will help you make financial decisions for today and for the future.

Wealth Management

As tax advisers, we consider the impact of taxation on the wealth of both the business and individual owners.


​​Our strategies adhere to the principles of balance, consistency and courage to help keep you on course.  The services we offer are;

  • Wealth Protection and Transfer,

  • Asset-Specific Analysis and Planning,

  • Will Creation and Updating

  • Strategies for limiting Estate Taxes

 

Bookkeeping

 

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we'll do the following things for you;

  • Reconcile your bank account,

  • Generate an income statement, 

  • Generate a balance sheet, and

  • Provide unlimited consultations.

These tasks form the foundation of your small business financial system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Cash Management

 

A cash crisis can be emotionally devastating and it can even kill your business. If you've ever had to beg, borrow and steal to cover payroll you know what I mean.

 

Our cash management service allows you to know in advance when, where, and how your cash needs will occur.  The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

 

We can develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.

 

We can also provide these additional services;

  • Cash collection acceleration techniques,

  • Proven effective collection policies,

  • Proven effective payment policies, and

  • Help obtaining the maximum rate of return on your idle cash.

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