Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 

Accounting Services


 

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*Assurance services including Audits, Reviews, Compilations and other financial statement preparation

*Government contract accounting system setup for new and existing businesses

*DCAA audit support and consulting including the preparation of Incurred Cost Submissions
*Indirect rate development

*General ledger analysis

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Payroll processing including quarterly and annual filings (Forms: W-2, W-3, 1099, 940, 941 and various state filings)

Consulting Services


 

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Section 199A analysis and planning

*Accounting software selection and implementation

*Type of entity selection

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

Tax Services


 

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Section 199A deduction analysis and reporting

*Tax planning & return preparation

– Individuals

– Corporations

– Partnerships

– LLCs/LLPs

– Estates, trusts & gift

– Not-for-profit organizations

*Federal and State tax representation

*Divorce and support issues

*Tax effects of buying/selling a business

*Federal and state audit representation

*Tax effects of buying/selling a business

Other Services


 

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Mergers & acquisitions

*Asset protection

*Investment review

*Bankruptcies

*Litigation support

*Cash flow forecasting

*Employee benefit plans

*Expert witness services

*Crypto Currency compliance

*Internet commerce