For CPA’s, tax time is 365 days a year! As a leading source on difficult and ever-changing tax codes and legislation, our professionals receive advanced training and engage in continuous learning opportunities all year long to keep our services on the forefront of the tax industry. We provide tax preparation and planning services for all filing types, including individual, corporate, estate/trust, partnership, non-profit, farm/ranch, and many other industries. We will help you:

• Preparing a Comprehensive Tax Plan
• Understanding Tax Implications
• Navigating Tax Codes
• Observing Current Legislation
• Monitoring Tax Law Changes
• Minimizing Tax Liability
• Multi-State Tax Planning and Preparation

Our tax services go beyond preparing a tax return.  You will rest easy knowing that a knowledgeable and experienced tax team is on your side.

Compilation: Compiled financial statements give you monthly, quarterly, or annual financial information to help you make informed decisions or monitor operations. After compiling the financial statements, the CPA reads them and considers whether they are appropriate in form and free from material errors. A compilation is often sufficient, but if a business needs to provide assurance that its financial statements are reliable, another level of service is warranted.

Review: The purpose of the review is to assure the end-user/entity that the financial statements presented are in conformity with the applicable financial reporting framework. This service provides limited assurance and is less extensive than the audit.

Audit: The audit is the most extensive of this group of services. Financial statement audits provide the end-user/entity with our auditor’s professional opinion of the financial reporting.

Agreed Upon Procedures: An agreed upon procedures engagement is a service in which our professionals design specific procedures tailored to your unique needs. This cost-effective option results in a report detailing each step performed and any deviations noted.

BOOKKEEPING

• General Ledger Maintenance
• Bank Reconciliation
• Payroll Processing
• New Hire Reporting and E-Verify
• Cash Management
• Accounts Payable
• Accounts Receivable

REPORTING AND COMPLIANCE

• Payroll Tax Compliance and Reporting
• W-2 Preparation
• Year-end reporting of employee life insurance, auto usage, and stockholder health insurance, etc.
• Payroll Tax Reporting
• Form 1099 Preparation
• Sales Tax & Excise Taxes
• Affordable Care Act Year-End Reporting

• Selection of software
• Installation and Set-up
• Training
• Troubleshooting
• Periodic tune-ups

Depending on your situation, the following services may be recommended:

• Clarifying Estate Planning Goals
• Analyzing the Current Financial Situation
• Preserving Assets
• Reducing Potential Estate Tax Liability
• Providing for Liquidity

Our valuation services are performed by a CPA who is also a Certified Valuation Analyst. They will help you select the appropriate valuation engagement to meet your needs in a cost effective manner. Working with a CVA will give you the credibility needed when making decisions or resolving disputes.  

There are many occasions when you will need to know your business’s value, and our professionals are experienced in valuations for a range of purposes.

• Negotiating an offer to buy/sell a business
• Creating and implementing company buy/sell agreements
• Divorce property settlements
• Dissenting owner issues
• Corporate liquidations
• Bank financing
• Estate and gift tax
• Contract negotiations

We offer professional consultation for a variety of purposes including:

Management Services: Management consulting is about developing strategies for enhancing the overall value of your business from within.

Controllership Services: The purpose of an on-site controller is to help you earn the profit or operating results you desire by having the ability to make more timely management decisions. Our service is ideal for companies that require the expertise of an experienced accountant but do not yet require those services on a full-time basis.

Strategic Planning Services: Strategic planning is the formulation of an internal business plan to provide an organization with the tools necessary to address the changing business environment. Our professionals can help identify strategies to enable your business to find practical ways to explore their unexploited potential, spur growth and solve problems.

Succession and Transition Planning Services: Our professionals have helped many businesses through transitions and we would like to help you!  We will help you prepare for the efficient and orderly transfer of both the ownership and management of a business in the event of death, disability, or retirement by creating a plan that carries out the desires of the business owner(s). Having a succession plan in place helps fulfill the objectives of the owner(s), decreases disruption of operations, and minimizes potential conflict among successor owners and managers.

Buy-Sell Agreement Assistance: One of the keys to succession planning is having a well-thought out buy-sell agreement.  Our experienced professionals will work with you and your attorney to design an agreement that meets the unique needs of your business.

Budgeting, Forecasts, Projections: We can work with you to help create a budget or simplify your current process.  We can also help prepare pro-forma financial statements to assist in identifying the impact of changes to your business.