Everything a small business
needs from its CPA.
Tax
Returns are the floor, not the ceiling. We prepare and file for the business and its owners, and plan across the year so the April number is never a surprise.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be.
View DetailsIRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming.
View DetailsEstate & 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. Our services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.
View DetailsAdvisory
The decisions that shape a small business, including how to structure, when to hire, and whether to buy, deserve numbers behind them. We sit on your side of the table.
Business Consulting
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
View DetailsBusiness Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class, including partnerships, LLCs, sole proprietorships, and S corporations, has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more.
View DetailsBuying or Selling a Business
The decision to buy or sell a company can shape your future for years or even decades. The buying/selling process requires careful valuation, an exhaustive due diligence process, and in-depth research to determine the right timing for the transfer.
View DetailsFinancial Analysis
Accurate financial analysis is the cornerstone of business management, opening up new opportunities and guiding sound planning and decision making. Our complete financial analysis services include operational assessments to help your company function more efficiently, along with industry-specific evaluations that could help you gain a competitive edge.
View DetailsManagement Advisory Services
Managing your business for optimal efficiency and effectiveness requires continuously tracking and analyzing a wide range of data points to make informed decisions.
View DetailsRetirement Planning
Whether you are devising your personal retirement strategy or choosing a retirement plan to offer your employees, we can help you find the best options for you. Drawing on years of experience in retirement strategy, we will work with you to develop a retirement plan designed to withstand the economic ups and downs that inevitably occur over time.
View DetailsAccounting Solutions
Books closed monthly, payroll run on time, statements a banker will take seriously. The quiet work that makes everything else possible.
Payroll Services
Payroll administration poses ongoing challenges for business owners, due to constantly changing federal, state, and local tax laws and other regulations. Often, highly impactful changes to payroll management rules and procedures occur during times of economic distress, when your key personnel’s attention is divided.
View DetailsBookkeeping / Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.
View DetailsAccounting Software Selection & Implementation
Sifting through the vast array of accounting software systems available today can feel overwhelming. The best solution for your business will deliver the capabilities you need through a verified secure platform, without making you overpay for features you will never use.
View Details