Services
Our firm offers a wide range of services to our individual and business clients. Since our firm is relatively small, our clients benefit by getting personalized service that is beyond comparison. Below we have listed the services that we offer to our clients.
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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Corporate Services
Financial analysis – Disability Income Benefits
Forensic Accounting – Disability Income Benefits
Tax Compliance Services
Federal and Multi-state Tax Preparation and Filing
Individuals
Partnerships
Corporations
S Corporations
Home Owners Associations
Non-Profit Organizations
Choice of Entity
Federal and State Tax Audit Representation
Mediation with Tax Authorities
Property Tax Declarations
Sales Tax Returns
Payroll Tax Returns
Tax Filing Applications for New Business being formed
SS-4 Form
State Tax Registration Forms
CPA Services:
Financial Statement Reviews and Compilations
Internal Control Reviews
General Business Advisory Services
SS-4 Form
State Tax Registration Forms
Tax Planning
Projections, Budgeting & Goals
Business Expansions Plans
Cash Management
Bookkeeper Training
Accounting Software Set up
Monthly, Quarterly Financial Reviews
Financing Packages
Real Estate Sales, Acquisition & Financing
Partnership Dispute Mediation
Business Sales and Acquisition Due Diligence Services
Lease-Buy Decisions
Insurance Review
Segregation of Duties/ Internal Control Review
Business Succession Planning
Equipment Purchasing, Financing, Leasing
Retirement Plan & Fringe Benefit Planning
Medical Practice Buy-ins