Expertise gained through experience

Grow your business, not your tax bill

Our experienced tax department works tirelessly to navigate new tax laws and legislation so you can focus on running your business and your life. Proper tax preparation begins at the start of the year, not the end, with proper planning from start to finish. We work with clients to implement the strategies needed to save tax dollars and help you use profits to grow your business, not your tax bill.

Protecting your interests is our top priority

Corporate and Partnership income tax planning and preparation

  • Preparation of federal, state, and local income tax returns
  • Assistance with selection of entity type and method of accounting
  • Assistance with sales tax and payroll tax compliance
  • Assistance with business registration

Individual income tax planning and preparation

  • Preparation of federal, state, and local income tax returns
  • Assistance with financial decisions to limit future tax liabilities
  • Coordination with financial planners and other professionals
  • Analysis of multi-state or international tax issues

Estate, trust, and gift

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Nonprofit Organizations

  • Preparation of federal Form 990 and state information returns
  • Compliance to maintain 501(c)(3) status
  • State annual registrations

Audit, Examination, and Notice Assistance

Our experienced team of tax professionals ensures our clients are being properly represented before the various federal and state taxing agencies.

  • We help clients reduce or eliminate penalties and interest
  • Respond to IRS or State notices
  • Work with collections departments
  • Prepare Offers in Compromise to significantly reduce or eliminate back taxes
  • Assist with penalty abatement

Giving you our best. No compromise.

Many closely held businesses simply don’t have the resources to allocate to a comprehensive accounting function. Let our team of accountants be your accounting department. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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 bookkeeping, general ledger, and financial statement preparation.

Full range of cost-effective accounting services

Audits, Reviews, and Compilations

  • Highest level of assurance
  • Perform audit procedures to form an opinion on financial statements as a whole
  • Help to obtain and/or maintain financing
  • Gives an overview of a company
  • Analytical procedures
  • Create financial statements

Forecasts and projections

  • Estimate future operations based on hypothetical events
  • Can assist in obtaining financing
  • Can assist in decision making for acquiring an existing business
  • Make your business appealing to potential acquirers

Personal financial statements

  • Determine net worth
  • Prepare financials for bank or personal use
  • May be necessary for a party involved in the acquisition or sale of a business

Court Accounting

  • Preparation of formal or informal accounting to be presented in court
  • Organizes principal, income, and expenses of an estate
  • Documents all financial activity of an estate from the date of death
  • May be requested by charities that are beneficiaries of estates

The best service from the best people.

Throughout our history, we’ve experienced a variety of business events including start-ups, dissolutions, expansions, and mergers and acquisitions. Perhaps you’re facing an obstacle that we’ve been able to overcome before. Allow us to use our knowledge and expertise to create, grow, and move your business to the next level.

Help and advice for all your business needs

Forensic and Litigation

Our forensic accountants can help you trace and recover misappropriated funds in cases of fraud or theft. Additionally, we help you develop the controls and procedures to prevent it from happening again.

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced, competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Buying and Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition /disposition process by addressing such issues as cash flow analysis and tax considerations.

  • We can help you through the negotiation process
  • Tax plan for best results
  • Estate plan for you as the selling party
  • Assist with due diligence services

Starting a business

  • Venture capital
  • Documentation of internal controls
  • Assistance in determining best business type for tax purposes
  • Business registrations

Dissolution of a business

  • Preparation of documents necessary to dissolve a business
  • Final tax return preparation