Practice Areas
Tax
We offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to business and estate tax planning to the preparation of personal and corporate returns to effective representation before taxation authorities. We take an active approach to all aspects of taxation –our seasoned staff monitors compliance to avoid surprises at tax time, and stays current with changes in tax law to identify the tax planning implications, allowing us to proactively apply updated strategies to minimize our clients’ tax liability and maximize their financial growth.
Wills & Trusts
Wills and trusts are the two main documents used for estate planning. Each can be simple or decidedly complex, depending on the value and complexity of your estate. But whatever size your estate is, knowing the ins and outs of each can help ensure your wishes are more closely followed
Payroll
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company. We work with all the major payroll companies to help you find the perfect fit based on your needs and what works best. If it's best to offer services outside of our company, we do not hesitate to choose what's best for you. If it means referring out, we can negotiate the best prices around!
Bookkeeping
By keeping your accounting and financial transactions accurate and up-to-date, we allow you to focus on growing your bottom line by having timely data and giving you more time to spend in the front office. As part of our bookkeeping service, we process your transactions to produce your financial reports on a timely basis so you can measure your results and understand exactly where you stand in managing your business.
Advisory
Tax always comes into play in almost every facet of the business. To avoid surprise losses related to tax, tax advice needs to be sought before you enter into business transactions. Hence, tax planning is best developed in advance. However, certain transactions may have been undertaken without proper tax planning or even without any tax planning at all.
In those situations, you will need to identify tax risks and find ways to mitigate them. We are ready to satisfy your needs.
Cash Management
Managing your bill and invoicing process is both time consuming and one of the most important parts of a business to manage its cash flow. Depending on your business this also can require many employees touching, approving and entering this information into the various different systems requiring the data. We are focused on automating the cash management process so the data is entered once, approvals are completed with notifications and the whole process is done quickly and at a very low cost. We take the number of moving parts and people that can cause problems and automate it so the cash management process is simplified for you.