Services
Services
BUSINESS SERVICES -
- Keeping taxes to a minimum
- Financial Statements, compiled or reviewed
- Comprehensive tax planning
- Business entity selection: Corporation, S Corporation, LLC, Partnership or Sole Proprietorship
- Assistance in solving your business problems from launching a new business to business succession planning
- Business sales
- Business acquisitions, due diligence, valuation and negotiation
- Accounting controls
- Pension and profit-sharing plans
- Payroll tax reporting
- Negotiating with tax authorities on your behalf
INDIVIDUAL SERVICES -
- Keeping taxes to a minimum
- Helping you build your personal wealth and achieving your financial goals
- Comprehensive tax planning
- Retirement planning
- Helping you preserve your estate for your intended heirs
- Negotiating with tax authorities on your behalf
OTHER SERVICES -
- Communicate effectively with your lawyers and lenders
- Communication with government taxing authorities
- Projections: budgets and goals
- Financial planning for divorce issues
SERVICES TO CLIENTS
You, the client, are the most important person in our office and deserve to have timely and competent attention paid to your affairs. Those staff members who can give you the service you require at the lowest possible cost will handle your work. Your business and financial problems are given individual, creative attention - tailored to fit your needs.
You will find us a partner who can offer sound business and financial advice and help you cut through the red tape of the business and financial world.
CONFIDENTIALITY
All matters are treated with strict confidentiality and with the high standards of the accounting profession's Code of Ethics. No information about your affairs will be released to unauthorized persons.
COMMUNICATION
Communication is a vital factor in a good Client-CPA relationship. Our goal is to communicate with you in a manner that leaves you well informed and comfortable. We encourage you to discuss your needs and objectives with us, as well as fees and how your work will be handled. Ask questions about anything you don't understand.
FEES
Our fees are based on the time and expertise required for each engagement. Our commitment is always to give you value for the fee charged. At the initial conference we will discuss the nature of the work to be done for you and the fee arrangement. We encourage you to discuss fees with us at any time.