"An Ounce of prevention is worth a pound of
Our firm offers professional
preparation of all federal, state, and local tax returns at
competitive, affordable rates. We continuously monitor
federal, state, and local tax law changes to allow our
clients to minimize current and future tax liabilities.
Timely and comprehensive tax planning, for both individuals
and businesses, can prevent our clients from either paying
tax that they shouldn't be paying, or paying it sooner
than they should. We believe that tax planning is an
important consideration that our clients need to focus on -
that is why we spend a lot of time with our clients at the
end of the year to help them plan their business and
personal financial lives in order to minimize the tax
Why do we give so much time and attention to our clients
and their tax matters? We take pride in our
reputation as outstanding tax preparers, and we are
rewarded by knowing that, along with their tax returns, we
give our clients something more - peace of mind!
Accounting Services "A
CPA firm is nothing without outstanding accounting
- We prepare financial statements for our clients for two
primary purposes. First, they provide management with a
business "scorecard" which depicts performance and the
financial health of their organization. While analyzing
our client's transactions, we often identify areas where
changes can be implemented to improve the profitability of
Secondly, financial statements are often prepared to
satisfy the requirements of financial institutions or
bonding companies. We work closely with several area
bankers to understand what information they need in order
to be responsive to our client's credit needs.
An expanding area of our practice has been assuming the
accounting functions of certain clients. These
clients want to focus their attention on selling their
service or product, and do not want to have their attention
diverted by back-office functions such as recording
transactions, writing payroll checks, or reconciling the
bank statements. This service is ideal for those
clients who do not need a full-time bookkeeper, but who
recognize the importance of maintaining accurate
Payroll and Human
without a paycheck is an unhappy employee"
- Comprehending all of the federal, state, unemployment,
and local payroll tax laws can be a monumental task for our
clients. Outsourcing the payroll functions to our firm
allows our clients to focus on their business, and also gives
them peace of mind by knowing that their payroll needs are
handled efficiently and with the utmost competence.
Our team members have expertise in all areas of
payroll. We prepare paychecks for clients with simple
deductions, as well as for clients with more complex
compensation plans. For instance, they may offer
their employees an opportunity to participate in IRS Code
Section 125 cafeteria plans, and Simple and 401(k)
plans. They may have employees who need child
support, or multiple state and local taxes withheld.
We also offer a direct deposit option so that our clients
do not waste their valuable time in handing out paper
checks on payday.
Estate and Succession Planning
"There are only two things certain in life -
death and taxes"
Handing over your
business to family members successfully can mean the
difference between being financially sound for life or
losing the value of many years of work and
effort. More then 70 percent of family-owned
businesses do not survive transition from founder to second
generation. Rather, they fall prey to either tax or
family discord. Developing and implementing a
well-designed plan insures the long-term success of the
busines you've grown and developed during your
Estate planning is not
just for avoiding tax. Planning for what is done
with your assets after your death can avoid having those
assets end up in the hands of someone that you did not
intend to inherit them. Making your wishes known can
eliminate family disputes that can tear the family apart.
Face the fact that some day you will die, and start
planning now for what happens to everything that you spent
your life workng for.
Of course, taxes can be a factor in how you decide to
structure your estate. We can advise you on the
potential tax liability of the estate so that you
can plan your affairs in such a way that does
not put an undue burden on your heirs.