Assurance
Services
Employee Benefit Plans
Estate Planning
Income Tax
Quickbooks Accounting
Assurance
Services
Our assurance services team not only performs audits, reviews and compilations,
but goes one step further to see the opportunities behind the numbers to improve
your business performance. Our services are as follows:
Financial
Statements: Audit, Review, Compilation, Forecasts and Projections
Yellow
Book Audits
OMB
Single Audits
HUD
Audits
Agreed
Upon Procedures
Internal
Control Evaluations
Accounting
System Design and Analysis
Small
Business Bookkeeping and Client Services
Payroll
Preparation and Reporting
Employee Benefit Plans
Our employee benefits
team has partnered with investment and legal professionals to create benefit
programs tailored specifically for your organization and personnel. Our services
are as follows:
Design
and implementation of new benefit plans
Review
existing plans and recommend possible enhancements
Provide
administrative services for employee benefit plans
Contribution
Calculations and Allocations
Participant
Accounting
Trust
Accounting
Governmental
Filings
Tax
Planning and Compliance
Audits
of Employee Benefit Plans
Estate Planning
With the phenomenal
appreciation in financial assets over recent years, more people than ever are
now realizing that a substantial portion of their life savings may be subject
to being forfeited to the Internal Revenue Service when they die. Fortunately,
we can offer solutions to minimize the impact of estate taxes on the aggregate
value of your assets to be transferred upon your death. Through many years of
experience we have developed the expertise and the professional alliances with
attorneys to make the following services available to you:
Gift
Planning
Family
Limited Partnerships
Charitable
Trusts
Irrevocable
Life Insurance Trusts
Preparation
of Various Estate Tax Returns
Succession
Planning and Wealth Preservation
Estate
Plan Checkups to include review of existing wills and trust documents
Estimate
Potential Estate Tax and Recommend Solutions
Estate
Plan Design and Implementation
Income Tax
As total taxes
paid in the United States continue to increase annually, slowly devouring personal
income and business profits, strategies to minimize tax liabilities become of
great importance. Our team of tax professionals has many years of experience
across the continuum of tax services in a broad range of industry and entity
specific tax issues. Hundreds of hours are dedicated each year to discerning
the effects of changes in current laws, staying abreast of trends and developments
in current law and identifying progressive tax planning strategies. Our team
is committed to delivering the following services for you:
Preparation
of Income tax returns (All Entity Types in All U.S. Jurisdictions)
Tax
Planning and Research
Representation
and Negotiation with IRS and Other Taxing Authorities
Sales,
Mergers, & Acquisitions
Tax
Free Reorganizations and Spinoffs
Tax
Aspects of Proposed Agreements
Basis
and Liability Issues
Owner
Exit Strategies
Structuring
and Analyzing Like Kind Exchanges
State
and Local Tax Compliance
Quickbooks® Accounting
Quickbooks® has
become the software of choice among small businesses. Our team of Quickbooks®
experts is prepared to provide the following services:
Hardware
and Peripheral Equipment Selections
Software
Installation and Company Setup
Troubleshooting
and Technical Support (Onsite and Offsite)
Specialized
onsite training
Quickbooks®
Training Seminars
