Accounting Services

---

Accounting Services

Providing financial information to clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My 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. My qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, I can assist you in achieving your company's financial goals.

Financial Statements

I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Reviews & Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I 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.

Consulting Services

---

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 an accounting professional, I am exposed to most programs through trade journals and actual use. I can help you choose and implement the system that best fits your needs.

Business Consulting

I gauge my worth by the personal and business successes of my clients. I 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, I 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. I 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.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. I have experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let me use my experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Investment Review

As you develop your investment strategy, I will act as your sounding board. I can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. I can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Tax Services

---

IRS Representation

During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure clients that they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for successful individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.

Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide 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

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business