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Accounting & Auditing
- Compile, review, or audit financial statements in order to issue an
applicable accounting report
- Monthly or quarterly data entry and maintenance of client’s
general ledger
- Payroll preparation including all federal and state tax filings.
Tax Preparation, Research & Auditing
- Preparation of all individual or business income tax returns
including payroll, sales and use, and excise taxes
- Research various tax issues and advise as to the most beneficial
course of action
- Provide professional representation for clients before the IRS and
multi-state and local taxing authorities
Business Consulting
- New business start-up services including recommendation of
ownership, sole proprietorship, partnership (LLP or LLC), and
incorporation (C-Corp or S-Corp) and preparation and registration of
all the appropriate forms with federal and state authorities
- Budgeting including variance analysis
- Cash flow projections and analysis recommendation to streamline and
increase cash flow
- Financing including bank loan and private funding
Estate Planning
- Recommendation to minimize estate and inheritance taxes and increase
future benefit in concert with current federal and state tax laws
- Preparation of applicable federal and state inheritance, estate, and
trust tax returns
Litigation Support
- Preparation of individual and/or business valuation in conjunction
with attorneys
- Forensic accounting and reconstruction of applicable records
Mortgage & Debt Assistance
- Help clients to choose appropriate loan to meet goals (i.e. 1st
mortgage, refinancing, debt consolidation, etc.)
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