Tax Consulting

December 4, 2009 by · Leave a Comment 

Preparing tax returns is what we do. Our goal is to help you navigate the oftentimes complex world of tax returns and filings, so you don’t have to worry.

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December 3, 2009 by · Leave a Comment 

As accountants, we aim to develop a thorough understanding of your business to help identify areas for potential improvements. This allows us to go past basic compliance requirements and provide insight and value to your business. Our accounting services include the following:

  • Cost accounting systems
  • Budgeting – operations and capital improvements
  • Financial statement forecasts and projections
  • Personal financial statements

Financial Planning

December 3, 2009 by · Leave a Comment 

As financial planners, we look for unique ways to help you plan for both everyday and long-term finance goals. We start by getting to know both you and your business.

Examples of our financial planning services are:

  • Bank or alternative financing negotiations
  • Mergers & acquisitions and business valuations
  • Succession and strategic planning
  • Accounting and management information systems implementation
  • Cash flow management and profitability analysis
  • Compensation planning

Estate Planning

December 3, 2009 by · Leave a Comment 

We help our clients evaluate and design estate plans for estates of all sizes. Our services include

  • Business succession planning
  • Establishing revocable living trusts
  • Establishing special needs trusts to provide for individuals with disabilities
  • Developing plans for lifetime giving to individuals or charitable organizations
  • Establishing irrevocable trusts to minimize death taxes.