Services
Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
- Estate, Gift and Trust Tax Return Preparation: Expert preparation of federal and state estate, gift and trust tax returns.
- IRS and State/Local Representation: We know 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.
- Estate Planning: 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.
Bookkeeping
We provide a full range of bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation and receivables and payables tracking and analysis.
Business Valuations
Our firm provides cost-effective business valuation services, quickly and efficiently.
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.
Consulting/Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
- Benefit Plan Services: Our firm can help your firm weigh the complex benefits and costs posed by today's qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
- Business Succession Planning: Stop wondering if and how your business will continue without you there. As experts 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.
- 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.
- Employment Benefit Plans: Our firm offers implementation and management of our clients employee benefits through StaffSouth, a related entity. Through StaffSouth you can provide your employees with a competitive benefits package including 401(k), Section 125 flexible spending arrangement, partially self-funded group health insurance, group dental insurance, group disability insurance and more.
- Retirement Planning: We can analyze your present and projected income and expenses and suggest investment funding techniques to help you make sure that your retirement years live up to your expectations.
Payroll Service
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.