What We Do Best
Accounting
Our Client Accounting Services Department offers more than bookkeeping - we function as your internal accounting department, without the overhead. Whether your business is a start-up or a growing business interested in financial strategy, we provide real-time support tailored to meet the needs of your business. We aim to provide financial clarity so that you can make timely, informed, and growth-oriented decisions for your business.
Our services include:
Bookkeeping
Accounting guidance
Bill-pay and invoicing
Payroll processing and compliance
Preparation of informational tax forms
Preparation of business personal property tax returns
Preparation of sales tax filings
Preparation of financial statements for internal, banking, or other purposes
Cash flow projections
Performance metric analysis
Risk management strategies
Tax
Our Tax Department provides comprehensive income tax services for individuals and businesses. Whether your needs are straightforward or complex, our approach is personalized and proactive. We strategize and identify opportunity without compromising integrity. In working with you, we aim to simplify the process, reduce uncertainty, and instill confidence that your income tax matters are in trusted hands.
Our services include:
Individual, business, trust, and non-profit filings
Multi-state filings
Year-round guidance and tax planning
Tax position analysis
Quarterly estimate calculations and recommendations
IRS and state agency correspondence resolution
Consulting
Our Consulting Division is designed to support both business and personal financial journeys. Whether you’re an entrepreneur with a start-up, refining operations at an existing business, or planning for personal financial goals or obligations, we offer thoughtful, tailored guidance from decades of experience. We specialize in building relationships that span from inception to succession and from one generation to the next. We aim to provide more than transactional consulting. We are committed to working alongside you and your team until the appropriate solution is in place.
Our services include:
Business formation and entity selection
Operational and financial consulting
Software selection and implementation
Succession planning
Integration of business decisions with tax strategy
Retirement plan options and selection for you and your team
Planning for significant life events, like retirement, children, and higher education