| Tax and Accounting Services Tax planning and preparation form a winning combination for our successful individual and business clients. We can develop tax strategies that take advantage of new tax laws and legislation.
Our commitment to you is continued planning and advice throughout the year, not just during tax season. In order to ensure your continued success individually as well as with business-related decisions, we must be available when you need us most. Give us a call anytime.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year, not just during tax season. Tax services offered include but are not limited to:
Tax planning & return preparation for:
o Individuals
o Corporations
o Partnerships, LLC's & LLP's
o Estates, trusts & gift
o Profit-sharing plans
o Taxing authority representation
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
o General ledger & financial statement preparation
o Bookkeeping (Monthly/Quarterly/Annually)
o Accounting system setup for new businesses
o Computerized payroll services
o Business tax return preparation
o Sales taxes
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| Financial and Estate Planning Services Our commitment is three-fold:
1) Wealth Creation
2) Wealth Management
3) Wealth Preservation
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.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Today is the day to closely look at your retirement future, your golden years and of those you love. You must take care of tomorrow today - let us help you get started, advise you of ways to alter your current retirement plan, or give you the comfort of knowing you are on the right track.
As you develop your investment strategy, we will act as your sounding board. We can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
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.
A nominal fee now for proper estate planning can save hundreds of thousands of dollars in unnecessary taxes being paid to Uncle Sam down the road. We take the approach of getting to know you and your wishes. From there, we can better assess what is the best estate plan to meet your needs.
Don't be fooled - not every attorney and accountant is an effective estate planner. One overlooked provision can cost you and your loved ones thousands down the road. Let us get you started in ensuring your will is up to date, effective powers of attorney are in existence, and how a living trust can save you plenty in unnecessary probate taxes.
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