Services:

Accounting and Auditing Services

We provide the following accounting and auditing services:

• Audit, review or compile financial statements as needed by boards of directors, trustees, business owners, banks or government agencies
• Bookkeeping services
• Part-time accounting management, particularly during periods of employee transitions
• Recommendations for improved accounting systems, procedures, and management controls

Bookkeeping

Our bookkeeping services can be customized to meet the needs of any business, from smaller businesses which only require remote quarterly assistance to business which require more in-depth weekly assistance at their site. The services we offer in relation to bookkeeping include but, are not limited to:

• Reconciliation of accounts
• Assistance with payroll, including payroll tax reporting
• Both onsite and remote assistance with accounts payable and accounts receivable
• Compiled monthly financial statements
• Annual 1099 and W-2 filings
• Record keeping

We currently have three QuickBooks Pro-Advisors on site who are available for QuickBooks related inquires. Our Pro-Advisors work closely with our clients whom require regular bookkeeping services. They are also available for one-time QuickBooks conversions for those who are interesting in taking advantage of the benefits of utilizing QuickBooks to manage their business.

Consulting Services

We provide the following consulting services:

• Retirement plan alternatives, including coordination of plan establishment and termination
• Fringe benefit planning for shareholders and employees
• Financing alternatives, including negotiation with banks
• Business valuations
• Succession planning for the orderly transfer of ownership to the next generation
• Divorce planning
• Budgeting, forecasts and projections
• Mergers, acquisitions and negotiating sale of a business
• Interviewing and recruiting prospective employees for clients

Tax Related Services

We provide the following tax related services:

• Tax planning for individuals, corporations, partnerships, estates and trusts
• Individual income tax returns
• Corporate income tax returns
• Partnership returns of income
• Estate tax returns
• Fiduciary income tax returns
• Personal property returns
• Representation before the Internal Revenue Service (IRS) and state taxing authorities
• Not-for-profit federal and state returns
• Employee benefit plan returns
• Quarterly / annual payroll returns, W-2’s and 1099’s

Tax-Exempt Organizations

We have extensive experience helping tax-exempt organizations satisfy their audit compliance requirements. In addition, we provide ongoing accounting, tax and management advisory services with the highest degree of technical expertise.

Specifically, we provide the following services to tax-exempt organizations:

• Audit or review of annual financial statements
• Audit in accordance with OMB Circular A-133 and Government Auditing Standards
• Preparation of federal and state returns
• Assistance complying with tax laws specific to not-for-profit organizations, including charitable contributions, dues, lobbying and unrelated trade or business income
• Business planning for new or expanding organizations, including deferred compensation plans and fringe benefit programs
• Assistance with streamlining accounting activities and improving internal control structure
• The design of internal control manuals and related control documents
• Preparation of federal forms for employee benefit plans