More Services

We provide a broad range of services to help our clients secure a sound financial future. This applies to:


In addition to the core services listed below, we provide customized services to address all aspects of operation within a small business environment.
Our services are very comprehensive. Please contact us for a free evaluation of your tax, accounting, financial and general business needs. Compare the difference between what you're presently doing and what we can do for you.
 
INDIVIDUALS and FAMILIES

Estate Planning Documentation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the estate and income 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. We have relationships with several attorneys specializing in this area. Together, we have produced safe, sound and ongoing estate plans for many of our clients.   
In this complex market, many companies are offering their employees stock options as an incentive for performance. Without the proper planning, these can turn into a tax nightmare. We have extensive experience in minimizing the Alternative Minimum Tax (AMT) associated with the exercising of these options as well as maximizing the benefits provided by employers.
Insurance plays an important role in the preservation of wealth and maintaining certain lifestyles. We have relationships with several insurance agencies which can help in your life, disability and long-term care insurance needs.

BUSINESSES

Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
 
Operational Reviews and Enhancement
Through our experiences, we have gained extensive experience in evaluating the current flow of information and processing of paperwork within companies. Our partners and staff have nearly 30 years combined experience owning and operating businesses in service, distribution, retail and light manufacturing. This evaluation includes the entire spectrum from marketing to sales to production to accounting to cash collections. This also includes areas that management takes for granted like payroll processing, systems selection and implementation and office administration. We encourage you to call us for an evaluation.

Financial Forecast and Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling our experienced staff can assist you in achieving your company's financial goals. A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.   
 
Outsourced Full-Service Accounting
For those small businesses that donate have the management capability to maintain all of their accounting records in house, we can serve as a useful source. This can run the spectrum from being a full service outsourced accounting department to as little as a qualified staff person writing checks for your business. Whatever you need, please let us know and we can design a customized plan for you.  
 
Business Entity Selection
Choosing the legal form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, both positive or negative. We can assist you in evaluating all aspects. In addition, we can provide all the services with setting the business up with the state, including:

  • Reserving the business name
  • Filing with the state and federal governments
  • Setting up your initial financial records
  • Creating stock certificates, if required
  • Through our alliance with attorneys, we can create the legal documents required
  • Setting up and helping you maintain your minutes book 

Retirement Plan Creation and Annual Reporting (TPA)
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. In addition, they can serve as a tremendous reward to employees. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. We have relationships with some of the most creative pension advisory firms specializing in this area. Together we have produced safe, sound and financially rewarding employee benefits for many of our clients.

BOTH INDIVIDUALS/FAMILIES and BUSINESSES

Mortgage Acquisition for Refinances or New Purchases
Through our relationships with several mortgage brokers we are able to provide our clients with the most competitive rates in the mortgage arena. In addition to great rates, we can nicely remove you from virtually the entire process making this a smooth, painless transaction. Many people believe that you should not refinance unless the rate drops by 1% or more. We have found that this is a self-imposed restriction primarily because people do not have the energy to process all the paperwork. We offer to take care of the entire transaction. Please contact us for more information.

Tax Return Planning & Preparation
Click here for complete information about our extensive services in these areas.

Paperless Implementation
Having recently transformed our entire office into a paperless environment, we have learned all of the ins and outs. Please read on for more information, and a retention list of important documents.
 
Representation Before Federal or State Government Agencies
During our years of experience dealing with many taxing authorities we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. We have experienced a 100% success rate in having the outcome be within our client's expectations.  

Payroll Processing and Filing Payroll Tax Returns
Whether you are a business or a household with an employee or two, we can process your payroll on a regular basis. In addition, we can prepare the required quarterly and annual payroll tax returns and necessary filings. In both cases, we can also teach you how to do these yourself, if you are so inclined.
 
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. Having been involved in over a dozen buy/sells ourselves personally, we have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.



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