| Including start-up, expansion and sale of a
business. Many important decisions and financial commitments are
involved in starting a new business or selling an old one. The tax
effects can be dramatic without careful consideration and thoughtful
planning.
Business Formation The choice of entity is the foundation
of any tax planning. Many important decisions and financial commitments
are involved in starting a new business or selling an old one. The tax
effects can be dramatic without careful consideration and thoughtful
planning.
Return to the list of our services
Small Business Accounting Services We
offer the full range of other accounting services to help keep your
business running smoothly. Our bookkeeping services include Monthly
Operating Statements, Bank Reconciliations, Payroll, Audit Trails,
Balance Sheet, Financial Graphs and Budgets. We realize that most small
businesses can not afford a full-time accountant but still need the
expertise at times. We are there when you need us!
Return to the list of our services
Monthly Operating Statements These
give you a monthly look at where you stand so you can act on a problem
or seize an opportunity before it's too late. Every month we look at
your financial picture so we can alert you to those areas that need
your attention. Watching your bottom line can often help improve it.
Return to the list of our services
Bank Reconciliations We
prove out your bank balance every month and advise you of any bank
charges, bank errors or arithmetic mistakes on your part so you know
exactly how much cash is available for spending.
Return to the list of our services
Payroll Registers These records on each and every employee are required by law and help us to prepare your payroll tax returns.
Return to the list of our services
Detailed General Ledger A
record of transactions is printed out for you in case of an audit. The
format is arranged so you can use it to understand in more detail how
the dollars come together on your operating statement.
Return to the list of our services
Balance Sheet Shows
cash balances, accounts receivable, taxes owed, etc. This is
particularly useful to your banker when he is trying to make a decision
about a loan.
Return to the list of our services
Budgets We
can help you draw up a plan of action for the year. Throughout the year
we can track the progress you're making toward your goals.
Return to the list of our services
Pro-Active Tax Planning & Preparation The
best time to save money on your taxes is four to sixteen months before
they are due, and this requires expert planning. We provide one-on-one
pro-active tax counsel to meet your unique personal and business needs.
The typical client benefits the most from expert tax advice in:
Year-end strategic planning to help minimize your tax liability;
Effective and timely structuring of your personal and business
transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and
estate planning.
Return to the list of our services
IRS Audit Representation As
a valued client we will be available to you in dealing with the IRS and
other taxing authorities. We will represent you and assist you in
preparing for audits and appeals conferences. We also provide expert
counseling on technical tax issues, penalty assessments and
negotiations to resolve payment of tax deficiencies.
Return to the list of our services
Personal Financial Planning We
work with our clients in the areas of investment strategies, tax
planning, risk management and asset preservation to maximize growth but
limit tax consequences. We ask the question "Where do you want to be
financially"? And then review their retirement, business, education and
other needs to be certain their goals are attainable.
Return to the list of our services
Financial Planning For Business Owners As
personal financial planning advisors, we help business owners make the
right financial planning decisions by analyzing their overall financial
and tax situations, helping them devise estate plans and plans for
retirement, and assisting them in risk management, insurance planning,
and developing investment philosophy, among other things.
Return to the list of our services
Business Planning Establishing
short-term and long-term goals and effective methods of achieving them
is essential to successful business management. Our Firm can assist you
in developing a comprehensive business plan that will help you identify
and achieve your goals.
Return to the list of our services
Banking Relationships Our
Firm can provide valuable assistance in establishing, maintaining or
expanding current banking relationships. We assist you to
professionally organize and prepare your all-important banking proposal.
Return to the list of our services
Compiled Financial Statements We can provide in depth financial statements when they are required for grants or large loans.
Return to the list of our services |
|
|
