Balance Sheet:
Shows cash balances, accounts receivable, taxes owed, etc. This is particularly useful to your banker when he is trying to make a decision about a loan.
 

Budgets:
We can help you draw up a plan of action for the year.  Throughout the year we can track the progress you're making  toward your goals.
 

Proactive Tax Planning:
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning.  We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
 

Tax Return Preparation:
We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above.
 

Consulting Services:
Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based accounting systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups.
 

Diagnostic Review:
Interested in achieving more efficient and profitable operations?  Have our team perform a diagnostic review of your business operations to pinpoint those areas where efficiency and profitability can be enhanced.
 

IRS Audit Representation:
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.