Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. 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. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.
IRS Representation
With many years of experience, our partners and staff can provide competent, effective representation for you in matters involving the federal and state taxing authorities.
QuickBooks Assistance 
QuickBooks has become an extremely popular bookkeeping and financial reporting tool for small business. Many of our clients use QuickBooks and we can provide the setup, training, and ongoing support you need to effectively utilize QuickBooks. Many of these clients will email us or bring a copy of their QuickBooks data to us with their tax information. This provides for efficient tax preparation as well as an opportunity for us to provide feedback on how to be more effective and efficient in their bookkeeping and QuickBooks utilization.
Compilation, Review and Auditing Services
Compilation
We can take financial information that you provide and put it into a financial statement format. We do not audit, review or provide any assurance on these types of financial statements.
Review
By designing and applying sufficient analytical and inquiry procedures to your financial statements, we can offer limited assurance to the users of your financail statements. We state in our report that we are not aware of any material modifications that should be made to your financial statements in order for them to be in conformity with Generally Accepted Accounting Principles.
Auditing
Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.
Accounting Services
Accurate, timely and well-organized financial data is essential to the efficient and successful operation of a business. We can assist with this by providing a full range of cost effective accounting services including:
-General Ledger and Financial Statement Preparation
-Monthly/Quarterly/Annual Bookkeeping Services
-Other Tax Return Preparation
(payroll taxes, sales & use taxes, property taxes, business taxes) |
