Eldercare Services
Eldercare is a service designed to provide assurance to the client and
family members that care goals are achieved for elderly family members
no longer able to be totally independent. The services will consist of
assisting the elderly person and family member with choices, developing
customized plans and identifying available resources. Examples include
assessing the elderly person's needs, developing a care plan, assisting
in selecting a care provider, helping the family evaluate options based
on their financial situation, and working with the family and caregiver
to establish performance measure for care. Some of the direct services
provided will be the paying of bills, depositing of client funds,
monitoring investments, arranging for transportation, and supervising
household expenditures, including seeing to the maintenance of the home.
Tax Preparation
Our significant investment in computerized tax preparation and research
software enables us to accurately and efficiently prepare returns for
various types of entities including individuals, corporations,
partnerships, trusts, estates, and not-for-profit organizations.
Tax Planning
Tax planning is an essential element of the tax preparation process. By
making tax planning part of your overall business strategy, you can use
our experience and access to the most current new developments in the
tax laws to minimize both your current and future tax liabilities.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By
keeping current on new tax laws and legislation, we are in a position to
identify key tax planning opportunities that minimize both your current
and future tax liabilities. We provide our individual and business
clients with the taxation expertise and knowledge that they deserve
throughout the year. Tax services offered include but are not limited
to:
- Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
- Taxing authority representation
- Tax effects of buying/selling a business
IRS Representation
During our years of experience dealing with many taxing authorities, we
have achieved a level of competence that can ensure our clients they are
being properly represented before the various federal and state tax
agencies.
Accounting Services
Providing financial information to our clients in a timely and accurate
manner is a commitment that we feel can not 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:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
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. Our qualified staff can assist you
with the day-to-day tasks associated with bookkeeping.
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.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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 experienced staff can help you choose and implement the system that best fits your needs.
Computer Consulting
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.
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.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.