Our
Services
Client Services:
Our Firm offers many different services to individuals and business owners within our region. Because our Firm is a small local Firm, we are able to provide personal, quality service that cannot be found at the larger firms in this area. We are also better able to provide these services to the community at much more affordable rates than these large firms.
Below is a list of many of the services that our Firm provides to individuals and business owners. We also have strong working relationships with other financial professionals in the area should our Firm not provide a particular service that might be needed.
Income Tax Preparation
Accounting and Bookkeeping Services
Payroll Services
Business Consulting and Advisory Services
Personal Financial Planning
Retirement and Estate Planning
Representation Before the IRS
Other Business Services
Income Tax Preparation
By staying current on the constant flow of new tax laws and legislation, we keep ourselves in a position to utilize each and every opportunity that is allowed by law to ensure that your current and future years’ tax liability is minimized. We feel that proper planning and the analysis of each piece of information provided is the key for us to successfully work as an advocate for our clients and see that your hard earned money stays in your pocket- where it belongs!
We provide the following income tax services for individuals and business owners:
Tax planning and individual income tax return preparation, including all necessary state returns
Tax planning and business income tax return preparation for corporations, partnerships and limited liability companies
Electronic filing of all personal and business tax returns
Accounting and Bookkeeping Services
A significant part of our practice revolves around the needs of small business owners. It has been our experience that business owners who have timely, accurate financial information make much better decisions concerning the daily operations of their business. Thus, our Firm has developed a reputation for providing the types of services needed in order to aid small business owners in their efforts to operate more smoothly and more profitably.
Each of the services that our Firm offers to small business owners can be custom fitted to work for any type of operation. By allowing us to provide these services, the burden of record keeping is eased from the shoulders of the business owner, thus allowing them to devote their valuable time and energy to running their business successfully.
The following services represent the most popular among our business clients:
Bookkeeping services (Monthly, Quarterly, or Annually)
Computerized payroll services
Bank account reconciliations
General ledger and financial statement preparation
Accounting system setup and implementation
Sales and Use tax preparation
Business personal property returns
Business license preparation
Preparation of 1099’s
Payroll Services
Sometimes business owners really struggle with the time and effort that is necessary to manage their payroll. The majority of time spent in record keeping for businesses is generally centered on payroll and payroll related matters. Our Firm is set up and equipped to handle all functions of payroll for any type of business, big or small.
Our payroll services include:
Computer generated payroll checks for each pay period
Direct deposit payroll services are also available
Calculation of all tax deposits and tax payments
Timely preparation of all quarterly and annual payroll returns
Preparation of employees’ W-2’s
Business Consulting and Advisory Services
In today’s business environment, it is essential to stay abreast of improved techniques and new innovative ideas that are continually flooding the marketplace. It is also important that businesses are evaluated periodically to be assured that they are operating at peak efficiency. We can assist you by helping you to identify any areas of your business that are having a negative affect on your profitability. We can also provide solutions to many different problems that arise in the operation of your business.
Often times, you just need someone to bounce ideas off of in order to bring them into focus. We are in a unique position to help along these lines due to our exposure to many different businesses in the area. Helping you to develop long-term goals and evaluate the methods to be used to reach those goals is a vital service that our Firm provides for owners of small businesses.
There are many services that we provide along these lines and the most popular of these are listed below:
Choosing the best type of business entity
Computer systems analysis and setup
Accounting software selection and training
Buying and selling your business
Business valuation
Financial forecasts and projections
Cash flow and budgeting analysis
Business succession planning
Retirement planning
Personal Financial Planning
Our belief is that in order to succeed, you must first “plan your work” and then “work your plan”. This concept is true in business, but also holds very true on and individual level as well. We will be happy to assist you in whatever planning is necessary for you to achieve your goals.
Some common examples of areas that we can help in are:
Buying and selling your home
Saving for college
Debt consolidation and refinancing
Divorce and support issues
Investment planning
Retirement and Estate Planning
During these times in which we live, it is so very important to have a plan for the years after we leave the workforce. Everyone dreams of retiring and spending their twilight years traveling and enjoying life; but often times the failure to plan for these years leads many people back into the workforce when their social security and small pension just isn’t enough to make ends meet.
Let us help you to plan for this wonderful period in your life so that it can be spent enjoying the fruits of your many years of labor. Don’t get caught in the trap of thinking that you can comfortably live on a monthly social security check. Putting even a small amount of your earnings away yearly as you move toward retirement can be the difference in a long happy retirement, or one spent worried about being able to pay your bills.
Estate planning is not a subject that most want to talk too much about, but it is very important to make sure that all of your affairs are in order. No one wants to leave their spouse or children in a bind or leave them obligated to pay the IRS some huge amount. Basic estate planning can eliminate the worry for what will happen after you are gone. Please let us assist you in this process of making sure that all of your financial affairs are in order.
Representation Before the IRS
Does the thought of an IRS audit scare you? Would you know what to do if they called and said they wanted to talk to you? Do you feel confident explaining things to an IRS agent?
We have good news!! We can represent you before federal and state taxing authorities and you do not even have to be there. Our years of experience in dealing with the various taxing authorities have given us a high level of competence that will ensure that our client’s case is handled fairly and properly. Whether it is merely a letter regarding a difference on a tax return or an actual in-person audit, we will do all of the work for you and represent you as though we were representing ourselves.
Other Business Services
As you can see from this long list of services, there are many services that CPA’s perform for their clients on a regular basis. Not all financial questions or problems can be handled by one person. Many times, however, your CPA is the best place to start when you are not sure who to turn to for a particular need.
Our Firm has strong alliances with many qualified professionals in our area and we do not hesitate to refer you to them should the need arise. Working together within our Firm and working with quality professionals within our community allows the needs of our clients to get met. The success of our Firm depends upon the success of our clients.