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Professional Services |
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Tax planning and preparation form a winning combination for our successful
individual and business clients. Whether you are an individual, partnership or
corporation, our experienced staff can develop tax strategies that take
advantage of new tax laws and legislation.
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A properly structured financial plan enables you to face any financial challenge
that may present itself at each stage of your life. Through the financial
planning process, we can help you assess your financial needs and develop
strategies that will enable you to achieve your goals and strengthen your
financial security. |
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Effective estate planning facilitates the orderly transfer of assets to your
beneficiaries, provides security for your surviving spouse, and can reduce or
eliminate the 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.
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Successful implementation and periodic review of your financial plan will ensure
financial independence during your working years and through your retirement
years.
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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 can also help in
choosing the form of entity of your business which is a crucial decision that
can have longstanding tax implications, positive or negative.
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We view our role in the financial reporting process as an opportunity to provide
constructive solutions for maximizing your company's profitability and
efficiency. We provide financial reporting on all three levels of assurance:
* Audit- an intensive examination with the highest level of
assurance
* Review - some analytical procedures conducted with limited
assurance
* Compilation - based upon client information provided and used primarily
for
internal use. |
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With the number of computerized accounting software packages available for small
businesses and individuals growing every day, selecting one that is right for
you has become increasingly difficult. Our experienced staff can help you choose
and implement the system that best fits your needs.
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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.
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We are committed to providing the highest quality of professional services. As
members of AICPA, we are required to undergo a peer review of our practice every
three years to ensure that our quality controls, which includes a review of our
accounting practices, continuing education requirements, hiring, and promotion
standards adhere to the AICPA's professional standards. Click
here
to view our
2008 peer review report.
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Fees for our services are based on the time actually spent and the complexity of
the engagement. These rates vary in relation to the person's level of experience
and responsibility. Prior to the commencement of any services, we will meet with
you and/or your representative to develop a budget on which we mutually agree.
This provides you with intimate knowledge of how your fees are determined and an
opportunity to affect those fees by the level of assistance provided by you. It
is our policy to keep the time incurred on each enagement to a minimum
commensurate with the application of firm and professional standards. This is
accomplished through careful planning, coordination with the client, and
utilizing our experienced staff with continual supervision.
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