If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.

Accounting Software Setup

There is no shortage of accounting software solutions for your business. Choosing the right solution that will meet the needs of your business now and in the future, while also providing a necessary level of security, is crucial. One of the best innovations in small business accounting software came with the development of QuickBooks Pro. We can provide help setting up your QuickBooks software, whether you choose QuickBooks Pro or QuickBooks Online, and work closely with you to insure your accounting is well-ordered and accurate.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. All financial statements are easy to read and understand.

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Business Consulting

As a true, small business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—S-corporation, C-corporation, sole proprietorship, LLC, partnership, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex, and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step and advise how to minimize your tax obligations.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

One of the most intimidating events that can happen in life is to receive a letter from the Internal Revenue Service. An enrolled agent is licensed by the U.S. Treasury to represent taxpapers before the IRS. Our representation extends from the simple letter to the dreaded National Research Project audits and includes personal, business entity (small business), trust, and estate income tax. Continuing education provides the knowledge and understanding of tax law to advise and protect you from unwarranted loss; our expertise and experience allows us to interact properly and professionally with IRS agents and other tax authorities. You will have an insightful and knowledgeable tax professional explaining your case, concerned for your best interests, and working with you to achieve the best possible result.

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Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Many small businesses prefer to write their own payroll. If this is your preference, we can thoroughly train you or your business employee(s) in payroll writing and provide preparation of all tax deposits and quarterly state and federal tax reports. Our firm is well-versed regarding pertinent laws and regulations and can proactively alert you to material changes that will affect your business and employees. If you prefer to use an outside provider, who will issue quality reports and file all necessary taxes, we can provide excellent recommendations. Should the need arise, we offer expert consultation and representation for all agency payroll audits.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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State Agency Audits

Our audit capabilities are specific to the needs of small businesses and a core part of the services we provide. Our clients are important to us, and we understand the anxiety resulting from receipt of unexpected state agency audit notices and the urgent need to talk with a professional. That is why we make allowances for our clients to contact us even during off hours when such occurrences threaten to interrupt normal life cycles and everyday running of the business. Our consultation and representation regarding state department audits, such as Employment Security, Labor and Industries, and the onerous Department of Revenue, excels due to our experience and expertise. Sometimes we can relieve anxiety with just a simple explanation of the notice or turn worries into productive action with a short list of preparatory steps. Having a trusted tax professional to allay fears is a tremendous help; we will work with you toward the best possible outcome.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability whether you are an individual taxpayer or business owner. We can help you proactively manage both your personal and business tax issues, including understanding how large purchases, family issues, or upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments affect you or your business, and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

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Call today to schedule an appointment!