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Accounting Services & Tax Planning
and Preparation
The services most widely associated
with the CPA, other than tax services, are those related to bookkeeping and financial reporting. We provide a full
range of accounting services beginning with the write-up of books and
records through the preparation of un-audited interim and annual
financial statements and management reports and analysis.
Due to the flexibility of our-in-house software, these reports are
formatted to provide the user with the necessary financial information
needed in managing their business. Since no two
companies are alike, we work closely with our clients to determine
which formats and designs are best suited for their specific business.
General Accounting and Reporting Services
Include:
- Write-up of transactions in books and records, manually
or through Software Packages.
- Management and Board of Director
financial reports and business analysis.
- Regulatory reporting and filings.
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Preparation of un-audited financial statements and management analysis.
Tax Planning and
Preparation
The value of good proper tax advice can never be overemphasized.
The services of a CPA firm, as it
relates to taxation, should be much more in depth than just the
preparation of the taxpayer's federal and state tax returns. It is
often necessary to structure a transaction in a manner that will yield
the most desired tax results long before the transaction is consummated. Our
firm's extensive tax experience allows us to recommend and plan the best
strategies and tax savings opportunities based on each individual client's
circumstances.
Taxation Services Include:
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Personal and business tax planning
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Estate planning
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Choice of entity selection
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Pension and profit-sharing plans
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Representation before the IRS
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Preparation of tax returns
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Shareholder
and corporation transactions
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Gift planning
Auditing
An audit may be required by banks,
shareholders, major
creditors, the SEC, or other regulatory authorities. Our response
to a request for a client's financial health in the form of an audit will
always meet the highest professional standards.
Typical auditing services include:
- Rendering an opinion on financial
statements
- Establishing and implementing audit
procedures
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