Our tax preparation services include business, individual, and trust tax compliance. Through our tax planning services, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to achieve your financial goals.
Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in
existing and enacted tax laws.
Audits, Reviews, Compilations, and Agreed Upon Procedures
Our financial statement services comprise various levels of assurance depending on
your company's needs:
Audits offer the highest level of assurance to third parties and include an in-depth examination and confirmation of account balances, inventories, and selected transactions.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring analysis.
Compilations are financial statements based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Agreed-upon procedures reports are requested by management. These procedures involve our team performing testing and other procedures based on management's request. A formal report detailing these procedures will be issued.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We will steer you toward these goals with assistance in maintaining your general ledger, financial statements, cash flow budgeting, and forecasting, as well as by providing support on financial issues,
such as initial accounting system setup.
We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax laws. Our advisory services will improve information quality, meaning more success for your business.
Estate and Trust Planning and Tax Preparation Services
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to disburse one's estate so as to avoid complications and be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any financial complications to deal with during a time of loss.
Litigation Support Services
We provide litigation support services that can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, and bankruptcies.
Business Valuation Services
The range of needs for valuing businesses continues to widen, and we can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, limited family partnerships, and ESOPs. There are many factors that contribute to the perceived value of a business. Our expert help can assist you in evaluating entities in which you have an interest and guide you toward making confident business decisions.
Mergers and Acquisitions Services
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for optimal success.