To client’s needs and concerns to gain a proper understanding of their situation.
Solutions and recommendations to client issues identified.
Deliverables, incorporating solutions and recommended course of action.
Via client conferences to ensure results are understood.
Final documents to your secure client portal and assist with ongoing questions and planning.
We would love to get together with you! Write down as many questions, concerns, and goals that you have regarding your tax, accounting, bookkeeping and/or financial planning and let’s get together!
We understand that a decision to move your tax and accounting services to a new accounting firm can be difficult and time consuming, so choosing the right CPA firm is very important. We think you’ll like our history and our track record.
We go beyond return preparation and compiling reports. Our team of professionals is readily available to advise and consult with you to ensure that you are informed about your financial and tax position now and in the future. We have a complete suite of services and the latest technologies to ensure efficient collaboration and exchange of information between our firm and our clients. Please consider the following to determine what best serves your business and individual needs:
Whether it’s a creditor, an investor or a shareholder that needs involvement from a CPA regarding the company’s financial statements, the request arises frequently. A review engagement provides “limited assurance” about whether the financial statements are free from material misstatement. A compilation engagement presents financial information that is the “representation of management” and no opinion or assurance is provided about the financial statements.
Are you buying or selling a business? The process can be overwhelming…from negotiating terms to determining tax implications to reviewing agreements and documents! We have advised, negotiated and consulted on numerous transactions throughout our history. We have seen good deals and bad deals, deal makers and deal breakers. It is important to get the right advice up front so that you can achieve your goals without unwanted surprises.
Solid tax planning keeps you informed of where you are ahead of time, reduces anxiety about an unknown tax liability and ultimately produces the lowest tax result. For optimum results, planning must be done ahead of a transaction or prior to year-end. We utilize industry leading software that allows us to compare multiple scenarios so that you have the information necessary to make tax saving decisions.
Quickbooks is great accounting software, but sometimes having real-time guidance and collaboration with your CPA firm is a must! Our technology partner, Cloud9 Realtime, provides and professionally maintains our private cloud where we can securely host your Quickbooks database and provide you with the full Premier Desktop version accessible from anywhere at anytime. This technology allows us to collaborate, advise and become your accounting department on any scale you desire.
Our individual tax practice is tailored to taxpayers with more complex situations. From business owners to investments, real estate income to multi-state jurisdictions…we handle it all. Year over year the law evolves and we stay current through our commitment to continuing education. We analyze our client’s situations, develop solutions, communicate results and deliver our work in a secure portal where information is accessible 24/7.
We specialize in tax planning and tax return preparation for S-Corporations, C-Corporations and Partnership entities (LLCs, LLPs, etc.). Business owners are faced with increasingly complex and confusing tax laws to comply with while striving to minimize their tax liabilities. We understand. We navigate this difficult environment for our clients to file legally compliant returns that produce the lowest allowable tax results.
