Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Personal financial statements

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Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Tax planning is an essential element of the tax preparation process. By making tax-planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

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Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We can also represent your company in the event you get selected for a sales tax audit.

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Structuring the purchase of sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection
• Type of entity selection
• Buying/selling a business
• Financial & retirement decisions
• Estate, trust & gift planning

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Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Our experience with the taxation of U.S. residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. We also offer pre-immigration planning and structuring of U.S. investments by and income tax and estate tax return preparation for foreign individuals and corporations.

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Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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