Client Services

The following is a list of services provided by this firm. Although this list is not all-inclusive, feel free to call in regard to any business, tax or financial related matter. We maintain relationships with other professionals practicing in a variety of specialties. If we are unable to assist, you can be assured we will refer you to the right individual or firm.

If you are a prospective client, please call for a complimentary get acquainted appointment or phone conference.

    • aAccounting Services
    • Review & Compilations
    • Financial Statements
    • Church & Not-For-Profit Financials
    • Tax Return Preparation
    • Representation Before the IRS
    • Tax Planning
    • Other State Tax Return Preparation
    • Relocation Tax Problems
    • Accounting Software Selection
    • Management Advisory Services
    • Business Consulting

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment We cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

Reviews & Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company`s profitability and efficiency. We provide financial reporting on two levels of assurance:

    • Review – some analytical procedures conducted with limited assurance
    • Compilation – based upon client information provided and used primarily for internal use

Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions. See Reviews & Compilations.

Church & Not-For-Profit Financial Reporting
As a Church or Not-For-Profit organization, there are many different financial and tax reporting problems. Because of our many clients in this field, we are especially well versed to handle these unique issues. We know what is needed to assist managing resources wisely as the only way to assure adequate support for current and future programs. We care about the success of these programs, and will become a valuable partner for addressing your concerns and implementing your ideas.

Tax Return Preparation
We are experienced in all facets of tax preparation, including filing individual, small business, partnership, and estate returns. We will ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner.

Representation Before the IRS
Are you having problems with the IRS or the state? If you owe past due money, if you receive puzzling correspondence from the IRS, or if your return has been selected for an audit, we are fully qualified to assist you before the IRS or the Franchise Tax Board. We specialize in Collection and Appeals representation.

Tax Planning
We can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, we will assist you in planning your tax obligations for the entire year, so there won`t be any surprises at tax time. We`ll also be on hand to explain the tax structure so you`ll know where your money is going. We are well equipped to ensure that you gain the full benefit of your deductions through our intensive continuing education and training.

Other State Tax Return Preparation
This office has extensive experience in preparing returns for all states in the U.S. and the preparation of multiple state returns in conjunction with taxpayers relocating or working outside their state of residence during the year. Properly prepared state returns can avoid serious repercussions at a later date.

Relocation Tax Issues
Our office specializes in tax problems associated with relocations from state to state. In addition to being experienced in preparing returns for all states, we specialize in home sales, moving, pension rollovers, part year and non-resident income allocations for the various states.

Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experience can help you choose and implement the system that best fits your needs. As a Quickbooks Professional Advisor, our firm has been able to implement and convert accounting systems from the Quicken to the Quickbooks forms.

Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company`s management team develop long-term objectives and specific strategies to facilitate your business` future growth and success.

Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.