What We Do?
At [COMPANYNAME], we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.
We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace to provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us to deliver superior service and act as a trusted business adviser.
A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.
TAX PREPARATION
Preparation of federal, state, and international tax returns is the core of our tax services.
ACCOUNTING
Reviews are usually performed to satisfy third parties that want to be assured that the financial
BOOKKEEPING
The good financial information provided in a timely and accurate manner is essential to good
PAYROLL
Our payroll system provides a wide array of options, including direct deposit, compliance reporting.
BUSINESS VALUATION
Business valuations enable you to determine the value of a business and its components accurately.
AUDITS
Reviews are usually performed to satisfy third parties that want to be assured that the financial
WEALTH MANAGEMENT
Every organization can benefit from being introspective, skeptical, and analytical regarding
INCORPORATION
I outline the relative advantages and disadvantages of various types of legal entities, such
HOW WE WORK
A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.
401(K)
Don’t be an ostrich. Burying your head and ignoring tax problems with the IRS is a huge mistake. Ignoring an IRS tax issue will not make it go…
INCORPORATION
I outline the relative advantages and disadvantages of various types of legal entities such as corporations, limited partnerships, and limited liability…
EXCISE TAX
We keep our clients up-to-date on the latest federal, state, and international tax issues through webinars, newsletters, website postings, and face-face meetings…
BUSINESS TAXES
You spent your life building your business, and now you want to pass it on to the next generation or sell the value you built. We advise businesses on the proper…
STATES TAX
Our team understands the structural and transactional underpinnings of state and local regulations in ways that allow us to create solutions that mitigate tax liabilities…
BOOKKEEPING
The good financial information provided in a timely and accurate manner is essential to good management. Let us perform your bookkeeping and save yourself time…
BUSINESS CONSULTING
Our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise and knowledge to add…
BUSINESS VALUATION
Business valuations enable you to determine the value of a business and its components accurately. You must know what a business is worth whether you are buying…