Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that’s right for you and will teach you how to use it effectively.
Mergers & Acquisitions
Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.
We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.
Benefit Plan Services
Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
Our Certified Acceptance Agents (CAA) can help you apply for or renew your ITIN without needing to send your original identification documents to the IRS.
Our firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experienced professionals in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
Bankruptcy is one of the most frightening words to hear when you are running a business. However, our firm will help you through the entire ordeal while guiding you through the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.
Professional Witness Services
Our firm offers professional witness testimony in the areas of business valuation, accounting malpractice and other matters requiring forensic accounting expertise.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
Our firm provides cost-effective business valuation services, quickly and efficiently.
Cash Flow & Budgeting Analysis
Our firm offers professional cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
Whether your business is considering overseas expansion or is looking to qualify for tax-advantaged treatment under NAFTA, our international tax services can help you understand how foreign tax laws can affect your business.
Employment Benefit Plans
We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance.
We can provide a full range of assistance for you and your legal counsel.
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.
We offer a wide variety of IT solutions which include, but are not limited to: Network Administration, Remote Monitoring and Management, Antivirus and Spam Filtering & Backups, Cloud Services and any other IT Solutions that your business requires. We have 20+ years of experience in the IT field and are ready to tackle all of your simple or complex needs.
Financial Forecast and Projections
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.
Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
Estate, Gift, and Trust Tax Return Preparation
Our firm provides professional preparation of federal and state estate, gift, and trust tax returns.
Debt & Financial Services
We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.
Our firm offers tailor-made forensic accounting services as well as professional testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.
Reviews and Compilations
Our firm offers full review and compilation services for small to medium sized firms.
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
We offer a complete array of financial consulting services and will work closely with you to help you achieve your financial goals.
Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement systems to detect and deter fraudulent activity.
We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Securities & Insurance Products