Bookkeeping and Family Office Services
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. We also offer Family Office services such as bill paying, document management and assistance with financial software.
Business and Individual Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We are available to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions. We are also available to assist with personal consulting projects such as budgeting, debt management, stock option analysis and education funding.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially life altering than a buy or sell decision. When you are ready to buy a business or sell your business, we can provide support at every step, including evaluation, developing negotiation and financing strategies, vetting potential buyers, and supporting the due diligence process.
Estate and Succession Planning
We can work with you and your legal counsel to help you to structure your estate and succession planning to minimize taxes and ensure a smooth transition to your heirs.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support your business.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS or other tax authorities.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can help keep payroll running smoothly no matter how large your business and your employee population become.
Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your tax liabilities. We can help you proactively manage both your personal and your business tax issues. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.