Tax Solutions

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there is no substitute for the assistance of an experienced tax professional.

Because you trust us, we take your tax situations seriously. Your satisfaction is important to us. We commit time and excellence to you and your business year-round. We help you to plan accordingly and prepare for your future successes.

Our professional team can help you develop successful tax strategies that utilize changes in tax law and legislation. Our tax services include:

  • Federal
  • State
  • Tax planning
  • Tax research

We help you maximize your deductions; tax transaction structuring; entity structuring; payroll taxes, and quarterly compliance.

Business Solutions

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

As your advisor and accountant, we take our responsibility very seriously. We serve our clients from the start-up phase of their business to the transitioning of their legacy.

We strategically work with business owners and investors to maximize their time and investment. We look at providing elite management, technical, and marketing tools to help you with a financially strong and successful business plan.

Each of our client’s needs for financial guidance is different, below is a list of services we customize to reach your individual goals:

  • Billings and Receivable Management
  • Budgeting and Strategic Planning
  • Business Negotiation and Arbitration
  • Employee Incentive Programs
  • Estate and Family Transitioning Planning
  • Executive Tax Planning
  • Forecasts and Projections
  • Fraud Prevention
  • Internal Controls Development and System Deterrents
  • Management Advisory Services
  • Mergers, Sales and Acquisitions Support
  • Payroll Processing
  • Timekeeping and Productivity Improvement
  • Tax Planning and Preparation

Controller For Hire

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller.

If you’re fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO service provides you with experienced support at a small fraction of that cost.

Here’s what you get with our Part-Time CFO services:

  • More time to focus on new services, new customers and other core business issues.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans
  • Assistance in defining long-range plans and the quantification of goals
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Mergers and acquisitions assistance
  • Management of the finance infrastructure (accounting and treasury)
  • Financial, business, and strategic planning and implementation
  • Cash flow management and projections
  • Bank financing and investor meeting preparation
  • Accounting software selection and implementation
  • Financial and operational improvement plans
  • Month-end closings, account reconciliation, and financial reporting
  • Accounting documentation (policies, procedures, internal controls, operations)
  • Job cost and inventory tracking
  • Budgeting and forecasting