Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, timely, and cost-effective manner.
Income Tax Preparation
Our firm offers expert income tax preparation of all federal, state, and local tax returns for individuals, businesses, nonprofits, fiduciaries, and estates at competitive, affordable rates.
Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We specialize in Common Interest Realty Associations (CIRA), Homeowner Associations, and Nonprofit Organizations. We can deliver complete audit attestation services and quickly compile your financial records into meaningful GAAP-compliant financial statements, and offer limited-scope review testing.
We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare professional custom financial reports for internal, managerial use that can help business owners and managers eliminate inefficiency and realize a business' full profit potential.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your income tax return was prepared. We can provide complete representation services, including appeals and protests, before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS. Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
Income Tax Planning
Our firm continuously monitors federal, state, and local income tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full income tax preparation and filing services.
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Our firm provides cost-effective business valuation services, quickly and efficiently.
Financial Evidence Investigation and Analysis
Our firm provides independent professional evaluation of financial evidence asserted in litigation; assessment of economic damages; and expert witness testimony in court proceedings.