Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description. 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. |
Accounting Services
Accounting Services
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Providing financial information to our clients in a timely and accurate manner is a commitment that we feel 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: |
General ledger & financial statement preparationAudits, Reviews and Compilations
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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 all three levels of assurance:
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SEC Reporting and Representation
We have extensive experience in the performance of annual and periodic financial statement audits and quarterly reviews for purposes of U.S. Securities and Exchanges Commission registration statements and periodic reporting along with assisting with related filings. We work well with securities and corporate attorneys and have numerous existing relationships with highly qualified professionals and attorneys that could be of service to our current and prospective clients. |
Employee Benefit Plan Audits
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Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500 Series). If an employee benefit plan is required to have an audit, one of the most important duties of the plan administrator is to hire an independent auditor for the plan. A quality audit helps ensure the financial integrity of a plan and protect plan assets. A quality audit also will help a plan administrator carry out its legal responsibility to file a complete and accurate annual return/report for the plan each year. |
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 and payroll. |
International Accounting and Auditing
Many of our existing clients have foreign subsidiaries, principally in Canada, Europe and Asia. We have multiple language capabilities, including German, Spanish, Tagalog, and Chinese and have extensive experience and understanding of foreign financial statements and related conversion to US GAAP reporting. |
Consulting Services
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. |
Consulting Services
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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. The following are just a few of the areas in which we provide consulting services: |
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. |
Tax Services
Corporate Tax Preparation
Our goal is to assist you in maximizing your business growth, while minimizing taxes. Our proactive approach allows our clients to take advantage of current tax legislation to achieve this goal. As a team of professionals who serve closely and publicly held businesses in a variety of industries, our experience in multi-state taxation and consolidation issues allow us to serve all of your corporate needs. |
International Taxation
Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. |
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. |
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |