CLIENT SERVICES
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
ACCOUNTING SERVICES
Bookkeeping/Write-Up
- Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
CONSULTING SERVICES
Business Entity Selection
- Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
- Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Estate Planning
- 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.
Retirement Planning
- Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
TAX SERVICES
Estate & Trust Tax Preparation
- Effective estate and gift 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.
IRS Representation
- During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Payroll Services
- As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
- Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Planning
- Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Tax Preparation
- Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
OTHER SERVICES
Juris
- Since the firm's inception we have provided sales and support for Juris Law Firm Management Software. We have maintained a close and positive relationship with LexisNexis, the owner and publisher of Juris Billing, Accounting and Financial Management Software.
- We are experts at selling, implementing, training, using, supporting and modifying Juris. We can assist you in deciding what software to use, and how you will use it. We can design an implementation program that minimizes staff disruption, protects against cash flow restrictions and ensures your front- and back-office staff are using the new system as swiftly as possible. We continue to provide top services for the ongoing support needs of the software, and our report writing services are highly valued by our clients.
- We support clients in a range of cities and states, and work with all manner of firms. We have the 4-lawyer personal injury firm and the 50+ lawyer corporate and litigation firms. We understand the specialized needs of an IP firm and the general needs of a well-run corporate firm.
Certified QuickBooks Pro Advisor ®
- We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.
Employee Benefit Plans
- The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.