Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. 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.

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Bookkeeping, Accounting, & Payroll 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 payroll 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.

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Business Consulting, Advisory, & CFO Outsourcing

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready 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.

If your business is growing rapidly and it becomes necessary to have someone with advanced knowledge and expertise to manage your accounting and financial aspects of your business, but it’s not yet practical to hire a full-time CFO, we can help. Our CFO services include, but are not limited to, cash flow management, financial planning & budgeting, financial reporting, and accounting systems oversight.

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Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

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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, and assist you with state filings and registration*. As your business grows and changes, the type of business entity you choose may need to change also.

*The process may require legal expertise, which we are not able to provide as we are not attorneys and do not provide legal advice. We can refer you to a qualified attorney, if needed.

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Cost Segregation Analysis or Study

A cost segregation analysis or study is a strategic tax planning technique that allows investors who have constructed, purchased, expanded, or remodeled real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes. In collaboration with a third-party specialist, we can provide a cost segregation analysis or study on residential and commercial properties. Contact us to discuss whether this tax planning strategy makes sense given your own unique tax situation and long-term financial and strategic goals.

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