There are many important decisions that need to be made at the early stage of your company's existence.  We provide the answers to such questions as:

 

Should you incorporate?

Which forms and applications need to be filed and what tax elections need to be made in order to minimize your tax burden?

Who will perform your bookkeeping and what accounting software should be used?

How is a business plan prepared?

Should you have a budget and how will you manage cash flow?

Our staff of highly trained professionals is prepared to assist you in making these decisions and guide you through the daily challenges of starting a new business.

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We will assist you in choosing and implementing computerized accounting systems including the following services:

Systems hardware and design

Software evaluation

Implementation and training

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Through a unique team approach we can analyze your financial result and recommend cost saving and profit enhancement techniques.  We also offer consulting services with regard to the purchase, sale, or transfer of your business.  Services include:

Strategic business planning

Trend analysis

Cost reduction reviews

Succession planning

Buying, Valueing & Selling your business

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We offer a wide range of reporting services which management can utilize to make timely business decisions and secure financing.  We will introduce you to various financial instructions that regularly provide working capital and other loans to our clients, based on these financial reports and services:

Interim financial statements and management reports

Complied, reviewed and audited financial statements

Operating budgets and cash flow projections

Bookkeeping services

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The most important component in the preparation of tax returns is the planning phase, when you can influence the timing of certain transactions to reduce or defer the current year's tax liability.  That is why the development of a tax plan for every client is essential.  We monitor each client's results throughout the year to ensure your tax plan remains on target with regard to:

Individual income tax

Corporate income tax

Estates and trust

Tax audit representation

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Let us help you develop and implement a financial strategy that will provide wealth and security.  We currently offer the following services:

Comprehensive financial review

Development of personal financial plan including asset allocation and risk analysis

Retirement planning including IRA's, 401K's and other pension plans

Estate planning

Education saving plans

Implementation and ongoing review of such plans.

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