How can I improve my cash flow and know where my money’s going when I look at my monthly financial statements?

How can I understand my financial reports and know how to make changes to create results?

How can I manage all of the paperwork and tax requirements so I can concentrate on what I enjoy doing in my business?

How can I create a business of value and build something for the future rather than just a job and a paycheck?

Our Services Include:

Tax Management & Preparation Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities.

Our preparation services include:
1120 Corporate Tax Return
1120S S Corporation Tax Return
1065 Partnership Tax Return
1040 Individual Tax Return
1041 Income Tax Return for Trusts and Estates
1099 Miscellaneous Income Forms
709 Gift Tax Return

Accounting and Advisory Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support with accounting systems and processes, income and expense analysis and tax planning to maximize your profits. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our advisory services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

•General ledger and financial statement preparation
•Bookkeeping (Monthly, quarterly, or annual)
•Accounting system setup and support
•Cash flow budgeting and forecasting
•Employee benefit and profit-sharing plans
•Corporate tax planning and return preparation
•Financial statement preparation
•Entity selection and restructuring
•Accounting software selection, implementation, and support
•Financial projections and forecasts
•Debt and finances advising
•Transaction structuring and negotiations
•Business succession planning

Financial Statement Preparation

We can assist you with financial statement preparations for reviews, compilations, and agreed upon services as required by your financial institution, bonding company or outside agencies. We tailor our services to provide you with statements to satisfy your compliance requirements as needed.

Internal Revenue Service and State Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit or receive a notice, the professional representation you can find with our firm can assist you through this process.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.