Our firm has the resources, experience, and depth of
knowledge to offer the following services to both individuals
and businesses. We can deliver the services you need in
a professional, fast, and cost-efficient
manner.
Bookkeeping/Write-Up
Our firm provides full-charge
bookkeeping services, including general journal and
subsidiary ledger maintenance, bank statement reconciliation,
and receivables and payables tracking and
analysis.
Estate, Gift
and Trust Tax Return Preparation
Our firm provides expert
preparation of federal and state estate, gift, and trust tax
returns.
Tax
Planning
Our firm continuously monitors
federal, state, and local tax law changes to allow its
clients to minimize current and future tax liabilities. If
necessary, we can implement tailor-made due-date tax
compliance monitoring systems to prevent costly interest and
penalty assessments attributable to late filing. Of course,
we offer full tax preparation and filing services.
Accounting
Software Selection
Need help with accounting
software selection and implementation? Our firm will help you
select the software that's right for you and will teach
you how to use it effectively.
Debt &
Financial Services
We offer complete debt and
financial services, including refinancing, and obtaining
mortgages.
Business
Valuations
Our firm provides cost-effective
business valuation services, quickly and efficiently. We are
associated with the National Association of Business
Appraisers.
Estate
Planning
Our firm offers estate-planning
services so you can minimize both federal and state estate
tax liabilities. We will endeavor to protect your heirs from
the unneeded emotional devastation that can be caused by
estate tax levies.
Financial
Planning
Our firm offers a complete array
of financial planning services and will work closely with you
to help you achieve your financial goals.
Tax
Services
Our firm offers a full range of
tax planning, preparation, and compliance services. We will
work with you year-round if necessary in order to minimize
your total tax burden. Our firm also prepares all federal,
state and local tax returns for individuals, non-profit,
estate, trust and businesses.
IRS and
State/Local Representation
Our firm knows the tax laws, and
we know how your tax return was prepared. We can provide
complete representation services before the IRS as well as
state and local taxing authorities. We have an excellent
track record with IRS audits.
Accounting
Services
Our Firm offers a complete range
of accounting services, including receivables, payables, and
payroll management. We prepare financial statements in
accordance with Generally Accepted Accounting Principles
(GAAP) for use by banks, investors, and other third parties.
Our firm will also prepare custom financial reports for
internal, managerial use.
International
Taxation
We work closely with you and
your company to insure the lowest US taxes is paid by the
ex-patriate either US or International.
Retirement
Planning
It is never too early to start
planning for retirement. If you want to live the same
lifestyle--or an even better one--than you do now, you need
to start planning for retirement...NOW. We can analyze your
projected income and expenses and suggest investment-funding
techniques to help you make sure that your golden years 10,
20, and even 50 years from now live up to your
expectations.