Income Tax - Income tax planning for individuals and businesses. Preparation of income taxes for individual, corporate, partnership, estates, & trusts. Tax audit representation. Local and multi-state taxation.
Accounting - Compilation and review financial statements.
Business Planning and Consulting - New business start up. Business problem solving. Financial modeling. Cash management. Quickbooks and Quicken consulting. Lease Vs. Buy Analysis. Purchase and Sale of Business Negotiation and Support. Budgeting. Financial accumulation support.
Some of the specific services offered include:
Consulting in tax and business planning
Consulting in cash flow planning
Consulting in retirement planning
Consulting in new business planning & projections
Consulting and assistance in negotiations for purchase & sale of businesses
Negotiating purchase & sale of businesses, leases, and buy-sell agreements for clients
Assisting businesses develop strategic plans during start up period
Extensive one-on-one planning sessions with entrepreneurs
Creating financial models for the business incorporating multi year balance sheets, income statements, and cash flows including formula relationships for revenues and expenses allowing for scaling of the business with changing assumptions
Assisting in writing and editing of the business plans
Assisting with bank and lease financing
Developing departmental gross profit analysis and per unit analysis
Developing operating, staffing and capital budget
Developing sales spreadsheets to enable sales staff to provide quotes using multiple pricing
Working on streamlining business procedures and recordkeeping
Supervising independent contractor and client bookkeepers on client recordkeeping & compliance
Reviews and compilations of financial statements
Prepared multiple basis of accounting for book, tax, & regulatory requirements
Prepared corporation tax returns including consolidated returns, controlled groups, C and S corporations, and multi-state returns
Prepared partnerships tax returns including limited partnerships, LLC’s, real estate basis adjustments
Prepared individual tax returns including multi-state returns, NOL, PAL, FTC, and foreign taxpayer issues
Represented clients in federal and state tax audits