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We provide a broad range of services to help clients secure a sound financial future. In addition to the core services listed below, we provide customized services to address our clients in the manufacturing, service and not-for-profit industries.
Our services are very comprehensive. Call for a free evaluation of your tax, accounting and general business needs. Compare the difference between what you're presently doing and what we can do for you. These are some of the standard services we provide.
Family Law Services
We offer an extensive array of services in the area of family law, with a particular focus on the divorce process. Our expertise in financial and taxation issues can prove to be an outstanding asset, and can ease the burden on the attorney handling a case.
For a detailed list of our Family Law Services, click here.
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Forensic Accounting
Forensic accounting is the identification, discovery, analysis and interpretation of complicated financial and tax information. For more details on our services in this area, click here.
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Why consult a CPA?
It is a wise – and common – choice to utilize legal counsel that is well versed in family law and divorce matters to assist you in navigating through this complicated process. With the many fiscal changes involved in the dissolution of marriage, it is important to have the professional guidance of a CPA. The appropriate professional can help you and your attorney to accurately assess and value assets, determine the tax implications of various settlement options, and guide you in financial and tax planning for the years that lie ahead.
While all of the following areas are important during the divorce process, each also has specific financial implications.
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Negotiation & Litigation Support
In addition to working with those going through the divorce process with their financial needs, we provide a variety of forensic services that can help an attorney throughout the proceedings. Whether it is the valuation of a business, calculation of a standard of living for the purposes of alimony, or the testimony of an expert witness, the expertise of a CPA is a tool to make a case stronger and to assist with the large workload involved. Click here for a short list of our litigation support services.
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Financial Affidavit
The determination of alimony and support payments takes detailed financial research. For a list of our services in this area, click here.
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Business Valuation
Business and Professional Practice Valuation is the intricate determination of a business’s value according to Fair Market Value standards.
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Personal Tax Returns
We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above.
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Post-Divorce Tax Planning
Whenever your financial situation changes, it is important to revise your personal tax plan in order to minimize your liability and avoid unpleasant surprises. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning; Effective and timely structuring of your personal and business transactions; Compensation and alimony planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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Post-Divorce Financial Planning
With divorce often come financial changes. Whether you find the impact positive or negative, we work with our clients in the areas of investment strategies, tax planning, risk management and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable.
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Small Business Accounting Services
We offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance Sheet, Financial Graphs and Budgets. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us!
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Monthly Operating Statements
These give you a monthly look at where you stand so you can act on a problem or seize an opportunity before it's too late. Every month we look at your financial picture so we can alert you to those areas that need your attention. Watching your bottom line can often help improve it.
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Bank Reconciliations
We prove out your bank balance every month and advise you of any bank charges, bank errors or arithmetic mistakes on your part so you know exactly how much cash is available for spending.
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Payroll Registers
These records on each and every employee are required by law and help us to prepare your payroll tax returns.
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Audit Trail
A record of transactions is printed out for you in case of an audit. The format is arranged so you can use it to understand in more detail how the dollars come together on your operating statement.
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Balance Sheet
Shows cash balances, accounts receivable, taxes owed, etc. This is particularly useful to your banker when he is trying to make a decision about a loan.
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Financial Graphs
They help you understand, at a glance, financial data such as monthly sales trends, expenses, profits, etc.
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Budgets
We can help you draw up a plan of action for the year. Throughout the year we can track the progress you're making toward your goals.
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Proactive Tax Planning
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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Tax Return Preparation
We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above.
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Personal Financial Planning
We work with our clients in the areas of investment strategies, tax planning, risk management and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable.
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Financial Planning For Business Owners
As personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things.
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Business Planning
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
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Business Valuations
When your company is involved in a merger, business start-up, acquisition or liquidation, it is important that your accounting firm provide expert advice in properly structuring the transition. We have extensive experience in handling business transactions that can affect your company's profitability. In addition, we act as independent consultants, offering you objective assistance to establish methods of business valuation and to perform due diligence.
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Estates
More information coming soon.
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Trusts
More information coming soon.
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Turnaround Management
More information coming soon.
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Our Services