Consulting
The Factors that Drive Today’s Businesses are Complex and Evolving. We Provide Business Consulting Services for a Variety of Needs.
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Modernized Accounting
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Business valuations
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Mergers and acquisitions
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Reviews, and compilations
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Entity selection and restructuring
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IRS representation
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Dealing with the Internal Revenue Service or other taxing authorities regarding overdue taxes
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Business succession planning
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and much more …
Accounting Services
We understand that it's difficult to make confident decisions without reliable financial information. While you focus on turning your vision into reality, we'll work to make the accounting function easy and ensure that your financial records are maintained correctly and accurately.
We provide a wide range of accounting services including, but not limited to, the following:
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General ledger and financial statement preparation
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Bookkeeping (Monthly, quarterly, or annual)
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Accounting system setup and support
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Payroll processing
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Cash flow budgeting and forecasting
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Personal financial statements
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Employee benefit and profit-sharing plans
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Corporate tax planning and return preparation.
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and much more …
Tax Services
Individuals and businesses have relied on us for tax planning and preparation for over twenty years. Our CPAs work directly with you to ensure that you save money, maximize deductions, and comply with tax laws.
We provide a wide range of tax services including, but not limited to, the following:
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Individual Tax Preparation
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Business Tax Preparation
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Tax Planning Services
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State and Local Taxes
Audit & Attestation Services
In today’s complex business landscape, accurate financial reporting is crucial for stakeholders, investors, and regulatory compliance.
We offer a range of professional services to meet your business’s specific needs, including Audit, Review and compilation services.
Audit
An audit is the highest level of assurance that an accountant can give a set of financial statements. Some companies may be required to have their financial statements audited as stipulated by its by-laws, by regulatory bodies, or by financial institutions (a bank for the purpose of lending, or an insurance company extending a performance bond)
The objective of an audit of the financial statements by an independent auditor is the expression of an opinion on the fairness with which they present, in all material respects, the financial position, results of operations, and its cash flows in conformity with generally accepted accounting principles.
Review
A review consists principally of inquiries of company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. It may be required by the entity's by-laws, by regulatory bodies, or by financial institutions.
Compilation
Compiled financial statements are the most common form of presentation, as they can satisfy most day-to-day needs of business owners and their creditors.
A compilation is limited to presenting in the form of financial statements information that is the representation of management. While we may question certain items for clarification purposes, we would not audit or review the financial statements and, accordingly, would not express an opinion or any other form of assurance on them.
Compliance
Requirements are complex. Compliance doesn’t have to be. We offer various compliance services and solutions.
Businesses, regardless of their size, are confronted with complex reporting issues which are specific to their individual activities. Some of the questions requiring proper resolution are:
We provide a wide range of compliance services including, but not limited to, the following:
Payroll Compliance
Any business, whether incorporated or a sole proprietor, that employs other people is required to withhold and remit all appropriate federal, state, and local taxes. Critical is the classification of service providers as independent contracts (not subject to withholding) as opposed to employees (subject to withholding), and of salaried employees (not subject to overtime pay) as opposed to hourly employees.
Our office can advise you on these and other employment issues, as well as providing monthly, quarterly, and annual reporting services.
Sales / Use Tax Compliance
The number of items subject to sales tax collection and remittance keeps changing and differs from state to state. Even businesses whose activities do not require them to collect sales tax may be subject to use tax on some of their purchases. Non-profit organizations may be exempt from sales tax on some of their purchases but not others. Some Enterprises Zones have their own specific sales tax exemptions. We will also assist you in the reporting and remitting of sales and use tax, as necessary.