Services

Business Accounting

Our professionals can prepare all federal, state and local tax returns for your business in a collaborative and detailed manner. We will assess the needs for your particular business and tailor your business strategies for reducing your tax liability within the limits of the law.

Here are some of the services that we provide:

• Tax Preparation/Planning
• Cash Flow & Budgeting Analysis
• Payroll Tax Services
• Sales Tax Services
• Financial Statements
• Insurance Reporting and Compliance
• Compilation, Review, and Audit Services
• IRS and State/Local Representation
• Financial Forecast and Projections

Individual Accounting Services

We are available year round to support you with your tax preparation needs. We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions that you are entitled to within the law.

Below are just some of the services we provide:

• Tax Advisory Services
• Federal and State Income Tax Preparation
• Retirement Planning
• Multi-State Tax Planning
• Tax Notice and Dispute Resolution
• Financial Planning & Consulting
• Investment Taxation Advice
• Litigation Support
• Estate Planning

Estate Planning

Planning what is to be done with your estate can be time-consuming and costly, aside from the many questions that often need answers. Our team can guide you through considerations such as: state taxes, probate concerns, appraisals, health care, heir eligibility, life insurance, IRA planning, 401K matters, annuities and funereal costs. We offer you guidance to aide in your understanding of your legal and financial rights, to ultimately create an individual plan that is designed to your precise specifications.

We will facilitate with planning your estate by completing the following services:

• Organize and create your estate planning team (experts on law, finance, and taxes) if you need one
• Evaluate and recommend estate planning options
• Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney
• Decrease the problems and expenses associated with probate
• Lessen taxes at time of death
• Arrange for management of your estate in the event you are incapacitated
• Draft a working plan for conserving and effectively managing your estate after death
• Transfer the assets of your estate to heirs the way you want
• Organize fair and adequate liquidation of estate to cover taxes and other expenses
• Amend your plan as needed

We also assist with:

• Living Wills and Trusts
• Lifetime Family Wealth Transfers
• Family partnerships and other business relationships
• Leaving money to charities
• Preparation for estate and trust tax problems

Accounting for Freelance Business Owners

Often times, freelance business owners do not have the extra time to focus on the accounting of their business, and therefore will absolutely benefit from our team’s ability to personally assist with calculating what monies should be set aside for tax season, and with streamlining the finances within the business model throughout the entire year.

Possible Freelance Expenses:

• Office supplies
• Cabs, subways, buses
• Book, magazines, reference material
• Telephone/internet
• Promotion
• Office rent
• Gas and electric
• Memberships (professional organizations)
• Messengers, private mail carriers, postage
• Business insurance
• Tax preparation
• Travel
• Business meals and entertainment
• Equipment
• Software
• Mortgage interest/taxes
• Legal and professional fees

Business Consultation Services

Our firm believes that outside review can benefit both new and established organizations. With our professional assessment and guidance, your business can flourish to a much greater degree.

Our consulting approach has been refined over decades of experience and includes services in:

• Cash Flow & Budget Analysis
• CFO Advisory Services
• Compliance
• Corporate Governance
• Enterprise Risk Management
• Internal Audit Co-sourcing/Outsourcing
• Internal Control Analysis
• Management Advisory and Business Optimization
• Profit Enhancement Strategies
• Performance Benchmarking
• Regulatory Compliance
• Strategic Planning
• Succession Planning
• Tax Minimization