SERVICES

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.

Choosing the form of entity of your business (e.g. “S” Corporation, Sole proprietor, Limited Liability Company etc.) 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.

Small businesses, entrepreneurs, and high net worth individuals have multifaceted financial and personal needs requiring high technical expertise and informed timely reporting. We provide solutions for business and individuals of all sizes and in a wide range of industries. We take an active role in learning about client’s needs, structure, and internal processes.

Our professionals have experience assisting clients with comprehensive evaluations of their accounting systems and setting up new systems, allowing us to provide systems tailored to their needs. We act as the in-house bookkeeping department:

Billing and Accounts Receivable Services
Tax Returns and Trial Balance Maintenance
General Ledger and Financial Statements
Assistance in the formation of corporations, partnerships and other entities
Payroll Services
Cash Management Services
Management of Real Estate and Investments

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business valuations are necessary for many reasons, including buying and selling agreements, mergers, divorce, litigation and estate planning. Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of many businesses in which you have an interest.

We provide cash management services to busy family offices, closely held businesses, and high net-worth individuals. With speed and accuracy, our professionals manage the deadlines and the details, giving you the extra time to concentrate in other pursuits. Our cash services include:

recording all cash receipts
preparing bank deposits
processing checks for invoices
recording cash disbursements
preparing monthly bank reconciliations

An impartial third party is often needed to handle distribution of funds received from distributors to various interested partied in an investment transaction. Based on an executed agreement, we prepare a distribution report in order to distribute finds to appropriate participants. This often arises where large transactions occur, and sales are received and distributed by independent agents, such as us.

We strive to help families, family advisors, and the elderly to meet the challenges of the golden years with a menu of services designed to provide each individual with assistance customized to specific needs.
Our services include:

taking care of daily tasks, including paying bills, bank deposits, tax planning, medical record and other financial and insurance matters
consulting for the future, including helping you to determine needs in housing, cash flows, and estate planning, as well as advising on the tax and financial consequences of the death or disability of a spouse

Effective estate and gift planning facilitate 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 are essential. We can guide you through the complex process of getting your financial affairs in order.

We have been advising family businesses for decades, and have a deep understanding of the subtle and direct interplay between the needs of the business and od the family and the individual members. Our policy is to get to know you, your family, your goals, and your specific needs and concerns, before advising on anything, For the busy, dynamic, and growing family we provide the following:

maximizing the value of family assets
ensuring that each generation’s goals are met in conjunction with the overall family goals
strategizing estate and wealth transfer plans
maintaining separate finances for estate, tax, security, and confidentially purposes
facilitating sales and liquidations
reaping the full benefits from charitable contributions
provisioning for healthcare needs
funding education

The preparation of financial statements by Certified Public Accountants is the standard for providing an independent report on the financial health of an organization. The integrity associated with your financial statements provides a higher comfort level to the users of those financial statements such as owners, bankers, investors, and vendors. Proper and timely financial statements are key tools for the management of your business. We provide financial reporting to support your specific needs.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Financial issues often are overlooked during the emotional turmoil of a divorce. We help the recently divorced to get off to a financially secure, fresh start. We listen to help with needs, challenges and family issues with the goal of developing a plan to support the lifestyle they want for themselves and their loved ones. To help establish financial order our services include:

establishing personal budgets
setting up bill paying systems
monitoring cash flow
tracking alimony and child support payments

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.

For business owners, executives, investors, retirees, the recently divorced, professional athletes, the elderly and resident aliens, today’s lifestyle leaves little room to attend to personal business. This service relieves the pressure of dealing with all the details, lets you reclaim precious time, increases efficiency, improves organization, and uncovers savings. Our in-house team of personal business management accountants, bookkeepers, and support staff provide services including:

general bookkeeping and bill paying
record retention and management
personal budgeting
managing the financial details of multiple residences and vacation properties
assisting coordinating, and negotiating, the acquisition or leasing of homes, automobiles, boats, and aircraft
reviewing your insurance plans-life disability, long-term care, and property and casualty-and advising on whether appropriate amounts and types of coverage in place

Successful implementations and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
We provide the following services:

forecast whether you will have adequate financial resources to maintain or improve your expected standard of living at retirement and take steps to optimize your position
prescribe measures to enhance potential after-tax yield
isolate the best approach for mandatory retirement account withdrawals
salary continuation plans for the owner upon retirement and for the spouse at the death of the owner
eldercare services to relieve older members of personal and financial detail making adjustments as needs change
annual forms qualified retirement plans

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.

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 organization.