Client Services

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Services

---

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or business, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation

During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of complying with the various reporting required of estates and trusts.

Sales Tax Services

Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Consulting Services

---

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. I can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Consulting Services

I gauge my worth by the personal and business successes of our clients. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

*Type of entity selection

*Buying/selling a business

*Financial & retirement decisions

Accounting Services

---

Accounting Services

I provide financial information to my clients in a timely and accurate manner. My firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

Reviews & Compilations

I 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.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

My staff or I can assist you with the day-to-day tasks associated with bookkeeping. We will also help your understand the financal statements the bookkeeping will generate.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.