Services Offered                      

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

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