Litigation Support |
|
Litigation support
involves the quantification of economic damages pursuant to
existing or pending litigation using accounting and auditing
techniques. We have experienced competent staff who can compile
information efficiently to assist in the calculation and
documentation of any potential economic loss or damages.
|
|
Employee Benefit Plans |
|
The accounting and
tax issues involved with employer-provided benefit plans can be
overwhelming. We can assist with the development, implementation
and administration of your employee benefit plan.
|
|
Expert Witness Services |
|
Pending or existing
litigation can result in the need for a qualified professional
to present his/her opinion to support or oppose evidence
submitted to the court. Our level of competence allows us the
opportunity to function as expert witnesses in such cases.
|
|
Bankruptcies |
|
Filing for
bankruptcy is a serious and involved process with many legal and
tax issues. Our firm is familiar with the complexities of the
bankruptcy filing system and can competently guide you through
the process.
|
|
Asset Protection |
|
Asset protection, or
wealth preservation, plan makes the enforcement of judgements
against protected assets nearly impossible and allows the owner
of protected assets to retain substantial control over these
assets. Our firm can assist you with an asset protection plan
that may include family limited partnerships, or offshore
trusts.
|
|
Mergers & Acquisitions |
|
Finding the right
business partner for your company can be a difficult task. We
can assist you in the merger or acquisition process by assessing
such critical elements as tax considerations; product/service
compatibility; competitive tactics and position; financial
impact; and cash flow considerations.
|
|
Other Services |
|
Due to our diverse
client base, we encounter a wide array of financial and tax
issues. As a result, we have gained valuable experience over the
years in numerous specialized areas, many of which are listed
below. We feel our ability to provide such a variety of services
reflects our versatility and competency, as well as our
dedication to quality client service.
*Mergers & acquisitions
*Asset protection
*Investment review
*Bankruptcies
*Litigation support
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
*Internet
commerce
|
|
Accounting Services |
|
Providing financial
information to our clients in a timely and accurate manner is a
commitment that we feel can not be compromised. Meaningful,
well-organized financial records ensure that your business
operations will run more efficiently on a daily basis. Our firm
provides a full range of cost effective accounting services
including the following:
*General ledger &
financial statement preparation
*Bookkeeping
(Monthly/Quarterly/Annual)
*Accounting system setup
for new businesses
*Computerized payroll
services
*Business tax return
preparation (Sales & Use/Business Property)
*Personal financial
statements
*Litigation support
|
|
Audits, Reviews and Compilations |
|
We view our role in
the financial reporting process as an opportunity to provide
constructive solutions for maximizing your company's
profitability and efficiency. We provide financial reporting on
all three levels of assurance:
*Audit- an intensive
examination with the highest level of assurance
*Review - some analytical
procedures conducted with limited assurance
*Compilation - based upon client information provided and used
primarily for internal use.
|
|
Bookkeeping/Write-Up |
|
Meaningful,
well-organized financial records ensure that your business
operations will run more efficiently on a daily basis and are
the foundation of a successful business. Our qualified staff can
assist you with the day-to-day tasks associated with
bookkeeping.
|
|
Forensic Accounting |
|
We use accounting
and auditing skills to provide an analysis of financial records
in conjunction with dispute resolutions, as well as fraud and
theft investigation. Our damage measurement methods can
determine the extent of financial loss and illegal accounting
practices.
|
|
Financial Statements |
|
We can assist you in
the preparation of your financial statements in accordance with
professional standards, but express no opinion or any other form
of assurance on the underlying information included in them. The
financial statements produced can be a useful tool for
management for making financial decisions.
|
|
Financial Forecasts & Projections |
|
Forecasting is a
necessity when trying to effectively manage and lead a business
to profitability. From simple projections to complex financial
modeling, our experienced staff can assist you in achieving your
company's financial goals.
|
|
Cash Flow & Budgeting Analysis |
|
A business can be
profitable and still run into trouble due to cash flow issues.
We can forecast and evaluate your company's financial condition,
estimate financing requirements, and track cash-flow sources and
uses.
|
|
Tax Services |
|
We prefer to take a
proactive vs. reactive approach to tax services. By keeping
current on new tax laws and legislation, we are in a position to
identify key tax planning opportunities that minimize both your
current and future tax liabilities. We provide our individual
and business clients with the taxation expertise and knowledge
that they deserve throughout the year. Tax services offered
include but are not limited to:
*Tax planning & return
preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit
organizations
*Taxing authority
representation
*Divorce and support
issues
*Tax
effects of buying/selling a business
|
|
Tax Planning & Preparation |
|
Tax planning and
preparation form a winning combination for our successful
individual and business clients. Whether you are an individual
or a multi-tiered partnership, our experienced staff can develop
tax strategies that take advantage of new tax laws and
legislation.
|
|
IRS Representation |
|
During our years of
experience dealing with many taxing authorities, we have
achieved a level of competence that can ensure our clients they
are being properly represented before the various federal and
state tax agencies.
|
|
Payroll Services |
|
As a business grows,
it must hire more employees, which can result in increased
payroll administration. We can assist you in implementing the
controls necessary to ensure a reliable, efficient, and
effective payroll system. Our firm can also help you develop a
payroll system and prepare all necessary payroll tax returns in
a timely manner.
|
|
Sales Tax Services |
|
Many of our clients
are responsible for collecting and submitting sales taxes in
many different vicinities. We can assist your company in the
compilation of information and preparation of sales tax returns
in an efficient and timely manner.
|
|
Estate & Trust Tax Preparation |
|
Effective estate and
gift planning facilitates the orderly transfer of assets to your
beneficiaries, provides security for your surviving spouse, and
can reduce or eliminate the tax due on the transfer of your
business and other assets. For business owners, providing for
business continuity and succession of ownership is essential. We
can guide you through the complex process of getting your
financial affairs in order.
|
|
Consulting Services |
|
We gauge our worth
by the personal and business successes of our clients. We can
help your business identify areas negatively affecting
profitability and growth and develop solutions that are
practical and technically sound. In addition to acting as a
sounding board for management, we provide comprehensive,
flexible strategies that address the issues affecting your
business. The following is just a few of the areas in which we
provide consulting services:
*Accounting software
selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement
decisions
*Estate,
trust & gift planning
|
|
Accounting Software Selection &
Implementation |
|
With the number of
computerized accounting software packages available for small
businesses and individuals growing every day, selecting one that
is right for you has become increasingly difficult. As
accounting professionals, we are exposed to most programs
through trade journals and actual use. Our experienced staff can
help you choose and implement the system that best fits your
needs.
|
|
Business Succession Planning |
|
Effective
coordination of the transition of your business to your
successors is critical to ensure its continued success once you
decide to remove yourself from the company's day to day
operations. With a solid background in tax and other financial
matters, we are fully qualified to address the complex issues of
business continuation and can assist you in developing a
strategically sound plan.
|
|
Business Valuations |
|
Whether you are
thinking of buying a new business or in the midst of a difficult
divorce, the amount attached to the value of your business is
important. We can provide useful and objective analysis to
assist you in the valuation of any business in which you have an
interest.
|
|
Buying & Selling a Business |
|
Structuring the
purchase or sale of a business properly is a critical step in
the process of buying or selling a business. Our competent staff
has experience to guide you through the acquisition/disposition
process by addressing such issues as cash flow analysis and tax
considerations.
|
|
Computer Consulting |
|
Whether you are
contemplating the addition of new computer hardware or
overhauling your network, our experienced staff can assist you
with many of the difficult decisions that must be made when
designing your business' computer systems.
|
|
Fraud Prevention & Detection |
|
We use accounting
and auditing skills to provide an analysis of financial records
in conjunction with fraud and theft investigation. Our damage
measurement methods can determine the extent of financial loss
and illegal accounting practices.
|
|
Estate Planning |
|
Effective estate
planning facilitates the orderly transfer of assets to your
beneficiaries, provides security for your surviving spouse, and
can reduce or eliminate the tax due on the transfer of your
business and other assets. For business owners, providing for
business continuity and succession of ownership is essential. We
can guide you through the complex process of getting your
financial affairs in order.
|
|
Financial Planning |
|
A properly
structured financial plan enables you to face any financial
challenge that may present itself at each stage of your life.
Through the financial planning process, we can help you assess
your financial needs and develop strategies that will enable you
to achieve your goals and strengthen your financial security.
|
|
Retirement Planning |
|
Successful
implementation and periodic review of your financial plan will
ensure financial independence during your working years and
through your retirement years.
|
|
Management Advisory Services |
|
Even the most
qualified managers can benefit from competent, objective
feedback. We can help your company's management team develop
long-term objectives and specific strategies to facilitate your
business' future growth and success.
|
|
Business Consulting |
|
We gauge our worth
by the personal and business successes of our clients. We can
help your business identify areas negatively affecting
profitability and growth and develop solutions that are
practical and technically sound. In addition to acting as a
sounding board for management, we provide comprehensive,
flexible strategies that address the issues affecting your
business.
|
|
Pension & Profit Sharing Plans |
|
Qualified retirement
plans (e.g. defined-contribution or defined benefit plans,
Keoghs, SEPs…) can provide significant tax advantages for
closely held businesses and self-employed individuals. Our
qualified staff can assist you in evaluating the type of pension
plan that will best serve the retirement needs of you and your
employees.
|
|
Investment Review |
|
As you develop your
investment strategy, we will act as your sounding board. We can
help you and your investment advisor build an investment
portfolio that takes into consideration the impact of taxes and
produces a favorable after-tax return.
|
|
Debt & Financing Services |
|
Debt management and
the evaluation of financing options are issues that an
experienced professional deals with every day. Let us use our
experience to assist you in securing financing for your personal
or business needs or consolidating your current debt to a more
manageable level.
|
|
Business Entity Selection |
|
Choosing the form of
entity of your business (e.g. "S" corporation, sole proprietor,
limited liability company…) is a crucial decision that can have
longstanding tax implications, positive or negative. We can
assist you in evaluating the pros and cons of each entity type
to help you determine the most advantageous form of business for
your company. |
