Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. It is crucial to choose a solution that meets the current and future needs of your business while also providing a necessary level of security. We analyze the nature of your business' financial transactions, current technology, future plans, and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Audits, Reviews, & Compilations
Our audit, review, and compilation capabilities form a core part of our services. We deliver financial statements and reports that are clear, concise, and acceptable to all outside parties. These reports provide information and insight to help run your business more effectively. Our team works closely with you and your key employees to develop and execute a plan to complete this work with minimal employee time and disruption to your operations.
If your business does not currently have accounting staff, or if your business is outgrowing its current bookkeeping system, it's time for an update. We provide comprehensive bookkeeping services, write-up, and payroll services that ensure the smooth operation of your business' financials. As your business grows and changes, we provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
As a dependable business partner, we help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the best decisions.
Business Entity Selection
The business entity that you select for your business — LLP, LLC, sole proprietorship, partnership, corporation, etc. -- has enormous financial and tax implications. It is critical that you make the right decision. We explain each choice and its implications. As businesses advance, they often need to change their designation; we are more than happy to help with that as well.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can clear the way for your heirs during a very difficult time. We work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your beneficiaries. Rely on us for all estate and trust tax-related matters.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers, and other interested parties. We work closely with your key personnel to develop and finalize accurate and timely financial statements.
Our insurance agency is always here to help. We're your one-stop shop for everything insurance related, from requesting a quote for your car, business, or home to designing a custom package that perfectly matches your life. Additionally, our experts can write Progressive automotive insurance.
An IRS audit is an intimidating and complex process. If you or your business is facing IRS problems, we can be your tax advocate to deal with any tax matters and ensure that you are properly represented when dealing with the IRS and other tax authorities.
A notary public helps you handle various business matters, including witnessing and authenticating document execution and signatures. We are proud to offer notary public services and are available whenever you need us.
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll service professionals are well versed in these laws and regulations. With our payroll services, we proactively alert you to material changes that will affect your business and your employees while also keeping payroll services running smoothly, regardless of the size of your business and employee population.
Retirement planning is critical in these uncertain financial times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we help you evaluate the available options. Our focus is on helping you make a choice that is most appropriate for your financial situation. If you are choosing a retirement plan for your business, we base our recommendations on the unique characteristics of your business and your employees, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We help you understand and manage your sales tax obligations and efficiently prepare sales tax returns.
Tax Preparation & Planning
Effective tax preparation and planning helps you minimize future tax liability. We help you proactively manage both your personal and business tax issues by explaining how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation affect you, and we are constantly identifying new ways to reduce tax liabilities.