Business Services | Individual Services
Business Services
Business Formation
Our business clients are helped from the early stages of business formation, including constructing a business plan and choosing the right form of business entity. We provide guidance in whether a business should be started as well as whether the business should operate as a corporation or unincorporated entity. We weigh such factors as tax rates, succession planning and ease of operation when preparing our recommendations. We design and maintain the business’s financial books and records customized to the needs of the particular client.
Tax Compliance
Traditional tax compliance is another aspect of our assistance to businesses. We prepare all payroll, sales, and income tax returns, helping the business owner avoid such tasks, and allowing the owner to concentrate on what he or she knows best - operating the business and making money.
Financial Reporting
We furnish periodic comparative financial reports to our clients which provide analytical information used for analysis of past results and future planning. More formal financial statements are available when needed for credit or other purposes.
Audit Representation
Our representation at payroll-based insurance company audits helps to reduce insurance premiums.Of course, should a taxing agency decide to audit income tax returns, we are available to represent your interests.
Retirement Plans
Our assistance to the business owner extends beyond the business. We recommend and assist in both the formation and implementation of retirement plans and succession plans as well as buy-outs and mergers.
Professional practices
- Attorneys
- Dentists
- Engineering
- Physicians
- Therapists
Retail and service
- Boat dealers
- Computer networking Specialists
- Gasoline service stations
- Marinas
- Private investigators
- Repair shops-Automotive, auto body, electric motor and marine
- Retail stores-Food, clothing, etc.
- Security consultants
Construction
- Architectural firms
- Single and multi-family home builders
- Subcontractors in the trades (plumbing, electrical, etc)
Finance and Real Estate
- Insurance agencies
- Mortgage brokers
- Real estate agencies
Individual Services
Our individual clients benefit from our services in several ways as well. In addition to individual income tax return preparation, we prepare gift and estate tax returns, income tax returns for trusts, estates and fiduciaries, and, in conjunction with a client's attorney, we provide guidance in divorce situations.
↑ TopBoth our individual and business clients often benefit from being part of our network. Many of our clients are in businesses which serve other of our clients. Wherever possible, we often are successful in recommending one client to another, thus assisting both clients.
We firmly believe that our client, whether a business or individual, is best served by a coordinated team of professionals. We gladly participate with attorneys, bankers, insurance brokers and other professionals with the goal of providing the client with the best service available, never losing sight that our client's financial well being is our outmost concern and goal.
You are encouraged to take advantage of our over thirty-five years of experience and the network of professionals available as a result of that experience. Contact us today and let us begin to help you. Remember, we don’t cost you money, we help you keep more of the money you’ve earned!
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