We deliver professional accounting, consulting and tax services to individuals and companies ranging in size and complexity.
Monthly Accounting Services - Assisting clients and their accounting staff in meeting their month-end closing process, including monthly general ledger review and adjustments. Accounts include bank accounts, critical balance sheet accounts (Receivables, Fixed assets, Accounts Payable, Notes Payable/Receivable, and Equity Accounts), and income statement accounts ( Tax, Miscellaneous, and Office Expenses).
Bookkeeping - A well-organized financial record ensures the efficient daily operations of your business and is the foundation for a successful business. Our expert staff will assist with the day-to-day tasks of maintaining accurate financial transactions and record keeping at a reasonable fee on a monthly or quarterly basis.
Compilation - We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks and other third parties, including receivables, payables, and payroll. Our firm will also prepare custom financial reports to assist management with their internal and managerial analysis to help business owners and managers eliminate inefficiency and realize growth.
Internal Audit - Assist management with identifying areas with the highest risk and compliance issues to the organization, and we focus our audit testing on these areas. Outsourcing specific audits allows management to adequately allocate its internal audit dollars to the most critical issues and reduces overall risk.
Finance Transformation - The firm uses technology to redesign workflow, transform operations, and streamline month-end closing to solve tedious and repetitive tasks. We use transformation and innovations to shift problems into solutions by providing insight and industry experience to minimize your financial close processes by automating manual tasks in the current state to a seamless process in the future state.
Business and Personal Tax Planning - We evaluate our worth through our client's personal and business successes. We can help your business identify areas negatively affecting profitability and growth and develop practical and technically sound solutions. In addition to being a sounding board for management, we provide comprehensive, flexible strategies that address the current issues affecting your business. We continuously monitor changes in federal, state, and local tax laws to assist clients in managing and minimizing their current and future tax liabilities.
Business Incorporation - Work with clients through the business incorporation selection process. Complete the name search and business incorporation with the state and obtain the employer identification number. This includes filing all required compliance forms with the service and documenting the article of incorporation.
Corporations and Partnership Returns - Our firm offers a full range of tax planning and compliance services and works to minimize your total tax burden. We prepare all federal, state, and local tax returns for businesses at affordable rates.
Individual and Sole Proprietors - Our firm offers professional preparation of all federal and state individual tax returns at competitive, affordable rates.
Not-for Profits - We have a unique understanding of not-for-profit tax issues and their impact on an organization's reporting. We can assist with the potential tax problems and chart a course to navigate the complexities of the tax code successfully. We will use our extensive experience preparing Forms 990, 990-T, and 990-PF and filing the exemption applications (1023).