Client Services
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click service title for details.)

Accounting Services

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 your bookkeeping function or can provide bookeeping services for you.

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Reviews & 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 two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Audit Services

Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.  Industries served include financial institutions, not-for-profit organizations, governmental units, retailers, wholesalers and employee benefit plans.

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Consulting Services

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.

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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.

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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.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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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.

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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.  Additionally, we can assist in the annual administration of the plans including preparation of tax returns, summary annual reports, reports to plan participants and other items.  We can also test for compliance with IRS regulations and represent you in plan examinaitions by the IRS and in the plan termination process.

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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.

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QuickBooks® Setup, Support and Training

We have extensive experience in QuickBooks® software setup, support and training and can help you successfully implement this software for your business.

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Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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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.

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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.

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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.  Additionally, we can perform your payroll processing services for you.

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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.

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Other Services

Medical Practice Services

Services in this area include comprehensive business reviews such as advice on record keeping and office procedures, tax planning and preparation services, accounts receivable analysis, billing office reviews, practice evaluations, advice on practice mergers, contract negotiations with hospitals, and admissions and retirements of medical practitioners.  Evaluations of key person life, disability, and malpractice insurance are standard procedures.  Our goal is to maximize the efficiency, productivity and benefits (financially and personally) for the medical practitioner. 

 We presently serve a broad range of physicians in various specialty fields.  We have experience in primary care, rural health care, Medicaid and Medicare cost reports, computerized insurance billing, and a full range of services to meet the needs of medical practitioners.

 

 

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Financial Institution Services

The services which we provide for these clientele include accounting and auditing, tax return preparation and tax planning, and management advisory services including, but not limited to, regulatory report preparation, acquisition due diligence, financial projections, redemption planning, expansion analysis, policy development, holding company formation and capital planning.  We also provide evaluation of internal control policies and procedures and assist in establishing internal auditing departments.  Our firm has also assisted client personnel in fraud investigations and performed various services for trust departments, including audits and fiduciary tax return preparation.

 

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