Tax and Accounting Services

We specialize in assisting individuals, businesses, and organizations with their tax filing obligations, ensuring compliance with local, state, and federal tax regulations while taking advantage of any deductions, credits, or other opportunities to minimize tax liability.

We follow a process to ensure that we can accurately prepare and file your tax returns -

   Our Process

• Client Consultation - Meet with clients to review pervious tax years, discuss their financial situation and gather information on income sources, expenses, household, deductions, business/real estate/partnership holdings and any other relevant financial details
• Document Collection and Review - Review financial documents such as personal and business returns from previous years, W-2s, 1099s, receipts, bank statements, books and records and other supporting documentation.
• Return Preparation - Complete the appropriate tax forms based on the client's financial situation.
• Review Preliminary Tax Returns - Conduct a thorough review of the prepared tax returns with clients to check for accuracy and completeness and address any client questions.
• Proactive Discussions - Assess the client's financial situation to identify potential tax-saving opportunities.  Provide advice on strategies to minimize tax liability within the bounds of the law.
• Calculate and Review Final Tax Liability - Calculate the client's tax liability based on the information provided.  Review with clients and get their approval to file returns.
• File Returns - Prepare and file tax returns electronically using the appropriate channels.

You probably started your business because you had a great product or service to offer and not because you enjoy crunching numbers and maintaining your books and records.  

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

Corporate, individual, partnership, fiduciary, estate, trust, payroll, employee benefit plans, domestic or international – we stand ready to help you with all these and other core tax planning and preparation needs.

We comb through the complexities of the tax code and present the rules, opportunities, and risks to you in clear and easily understood terms.  We see our role as being your advocate, exploring all reasonable tax-advantaged filing positions, and presenting to you the best possible results to minimize your tax burden. 

• Selecting an Entity – The tax code has created several types of business entities (S Corps, C Corps, LLCs, Partnerships, Sole Proprietorships…), each with their own benefits and limitations.  We will help analyze your business goals and operational realities to determine what may be the best solution for your business. 
• Record Keeping – Accurate books and records allow you to track your business to make informed decisions and file accurate returns.  We can assist you with bookkeeping services or work with your bookkeepers to offer comprehensive advice.
• Tax Return Preparation and Filings – Corporate, Partnership, Not-For-Profit
• Business Valuation – Knowing the value of your business is critical for getting a loan, planning your estate or selling your business.  Our solutions and expertise allow us to determine how much your company is worth and assist you with strategies like structuring your business to maximize your sale price.
• Pro Forma Financial Statements – We assist companies in creating Pro Forma financial statements, building them a complete set of future economic projections.  Many of our clients use these for capital raises, loans, leases and acquisitions.