We
offer a variety of financial services. To explore the possibilities, click
below.
- TAX
RELATED Services :
Our
twenty five years of public accounting experience has allowed us to
develop the skills needed to handle a wide spectrum of tax issues
in a diverse array of industries.
Tax Preparation
Preparation of accurate and timely tax returns is of utmost
importance to us. We believe our role, as tax preparer, is to inform
our clients of the various pertinent regulations, their limits and
opportunities with the aim to minimize the overall tax liability.
Tax
Planning
While tax return preparation defines the process of reporting
what transpired, we believe that appropriate planning and careful
analysis of options over a several year period can further minimize
taxes and maximize tax savings opportunities. We work closely with
our client's legal counsel and other financial advisors to develop
logical, cost effective and useable tax strategies. We have provided
services to the following types of entities :
-
Individuals
-
Corporations
- C, S & PC
-
Partnerships
- General, Limited, Limited Liability Limited
-
LLC's
- Partnership & Corporate
-
Trusts
- Simple & Complex
-
Estates
-
CRUTS
/ CRATS / NIMCRUT
-
Not-for-Profits
-
Joint
Ventures
-
FINANCIAL
STATEMENT Services :
We can povide compilation, review or audit services depending on the
client's individual needs and requirements. We have the ability to
process client financial data on a monthly, quarterly or annual basis
from original documents or summary information and prepare compiled
financial statements or speciliazed management reports as required.
We can also assist in evaluating and interpreting the financial results
for management.
Review or audit services are also available to assist our clients
in complying with banking and bonding covenants, government regulations
or investor requests.
We can tailor a financial statement reporting service to meet your
needs.
A sampling of the industries for which we provide financial statement
services include :
- Medical
Service
- Government
Special Districts - Water and Fire
- Construction
/ Real Estate
- CIRCA's
(Homeowner, Condominiums, Cooperative Associations)
- Manufacturing
-
OTHER
FINANCIAL Services :
- Business
Start-up
We believe establishing sound financial systems at the onset of
a business' life will enhance the success of the business and
give it an edge on its competition. Selecting the appropriate
entity type in which to operate the business and establishing
an appropriate chart of accounts and accounting controls are absolutely
critical.
- Cash
Flow Modeling
Operating and capital budgets, as well as cash flow modeling,
are critical to a business' success. Over the years, we have developed
spreadsheets to assist our clients in putting their plans and
projections into a format which allows them to assess and challenge
the accuracy and reasonableness of their plans and assumptions.
- Compensation
Planning
Cash and equity compensation issues have increasing become the
norm in both upstart and well established businesses. We can provide
advice on developing current and deferred compensation plans for
our clients.
- Succession
Planning
We assist our business clients with the complex and sometimes
painful process of owner/management succession. Creative solutions
to meet the needs of all parties involved can be developed using
our experience with helping other clients make the transition.
- Litigation
Support
We can assist our clients, insurers or legal counsel in various
areas of Litigation support, including :
- Economic
Loss Analysis
- Business
interruption implications
- Business
owner / partner disputes
- Divorce
Proceedings
- Wrongful
Death Evaluations
- Other
Services
We also provide the following - Surrogate controller services;
Fraud / Embezzlement Investigations and Forensic Accounting and
Auditing Services.
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