We serve all 50 States
We offer variety of services including tax preparation for C & S Corporations, LLCs, Partnerships and Individuals. Besides our specialty in Tax Representation, we also help the small business owners by offering monthly and quarterly Payroll and Sales Tax services.
Let us do the tax work so that you can concentrate on the Success of your Business.
If you are facing tax problems, call us and we can start getting IRS problems off your back! From the initial consultation to the outcome, our experiences agents will be with you professionally and courteously help you get through the difficult process.
Please click on each areas of services below to read more:
Accounting Software Selection & Implementation
How are your business finances? Do you have a Profit and Loss Statement or a Balance Sheet? Do you keep track of your expenses to properly receive tax deductions? With our Bookkeeping Services, all you have to do is deliver copies of your Bank Statements and report your expense receipts each month to us. Our accountants will professionally keep track of all your expenses by helping you integrate with QuickBooks or offering you a full-time bookkeeping service. We can help you make your tax filing an easy ride every year.
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
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. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. What type of software are you currently using? We can help you set up, re-implement and educate “how to use” your accounting software. We are Certified QuickBooks ProAdvisors!
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or remaking your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Business Insurance Services
There are many, many, Insurance carriers out there. It’s very hard to make a choice. You may be paying the lowest premium right now but what are the actual indemnifications when you do get into an accident or a need to file a claim?
Let our team of experts in the Business Insurance help you determine the BEST affordable premium for the MOST coverage.
1. Do you feel that your insurance bill is too high?
2. Were you in an accident or had to file a claim recently?
3. Were you unhappy about the way your insurance company handled your claim?
4. Are you newly investing in a building or a residential home?
5. Are you a renter and have no insurance for your personal property in your home?
6. Are you setting up a new place of business?
7. Do you have more than 3 employees and have no Workers Compensation Insurance?
8. Are you over 65 years-old and receiving Medicare benefits?
9. Are you concerned about your medical bills and have no health insurance coverage for your family?
10. Do you have young children and have no life insurance?
11. Is your current life insurance coverage enough to cover ALL of your assets?
12. Are you unhappy with your agent?
If any of these questions apply to you… please email or call our office to speak to our Insurance Agent.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, please make an appointment with our CPA or Attorney who can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. Are you obtaining an SBA loan or thinking about making a new business investment? We will gladly help you through the preparation and process. We are ready to provide this type of financial analysis to support the continue prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. Did the IRS send you a letter? Have us take a look. We offer free review of all IRS letters. We can also set up payment plans for your Tax Levies, Liens and Garnishments by negotiating with the IRS. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
United States Tax Court Petition
If your administrative appeals case has been denied and have received a Notice of Deficiency or a Notice of Determination, you are given 90 days to file a Tax Court petition. You may appear yourself as pro se or be represented by an Attorney or a non-attorney admitted to practice before the US Tax Court. Our Enrolled Agent, CPA & Attorney are here to help you get through this difficult process.