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
Contact Misty Tindol with any of your Quickbooks questions.
