Services
What We do
Accounting Services
Outsourced Accounting
Outsourced accounting services provide businesses with a comprehensive financial management solution, handling everything from day-to-day bookkeeping to advanced financial reporting and analysis. By partnering with an external team of experienced accountants, companies can streamline their financial operations, reduce overhead costs, and enhance financial accuracy. This service is ideal for small to medium-sized enterprises that may not have the resources to maintain an in-house accounting department but still require the expertise to ensure compliance, make informed financial decisions, and support strategic business growth. With outsourced accounting, businesses can focus on their core activities while trusting that their financial affairs are managed professionally and efficiently.
Services
- Compilations
- Valuations
- Retirement and compensation options:
- ESOP, Simple &/or SEP-IRA, 401(k), ROTH, Pensions, Cash Balance Plans, Flex Method Models
Tax Services
Individual Tax Services
Our individual tax preparation services take the stress out of tax season. We provide expert guidance to navigate complex tax laws, ensuring you benefit from every deduction and credit available to you. Our tailored approach means we handle the specifics of your financial situation with the utmost care and precision.
Ready to maximize your refund and minimize your stress? Let us transform your tax filing experience from complex to completely handled.
Get SMART:
Save
Money
Analysis
Return
Tax
Receive a thorough analysis of annual tax returns to identify ways to save money by paying less in taxes.
Corporate & Partnership Tax Services
Our Corporate and Partnership Tax Advisory Services provide year-round strategic guidance tailored to the unique needs of your business. Specializing in R&D credits, entity streamlining, innovative tax strategies, and retirement solutions, we work alongside your team to ensure that every financial decision aligns with optimal tax benefits. Our approach is proactive, not just reactive, helping you to mitigate taxes and enhance your company’s financial health throughout the calendar year.
Transform your tax approach from a yearly obligation into a daily advantage. Engage with our expert team to weave strategic tax planning into the fabric of your business operations.
Estate & Trust Tax Services
Our estate and trust tax solutions are designed to secure your legacy and protect your assets. We provide comprehensive tax planning and filing services that ensure your estate and trusts are managed efficiently, minimizing tax liabilities and maximizing benefits for your beneficiaries.
Safeguard your legacy and ensure your assets work for your loved ones’ future. Trust us to bring clarity and efficiency to your estate and trust taxation.
Financial Advisory
Mergers & Acquisitions
Mergers and acquisitions are pivotal moments in the lifecycle of any business, presenting unique opportunities for owners to exit on their terms. Every business owner will eventually face the prospect of exiting their company, and the choices made during this critical period can significantly influence both the legacy left behind and the financial returns realized. Whether selling to a strategic buyer, merging with a competitor to enhance market position, or transitioning to a management team, the approach to exiting a business defines the future of the company and its alignment with the owner’s vision and objectives. Proactive planning and strategic guidance are essential in ensuring that the exit process aligns with the owner’s personal and financial goals, making the difference between a forced, reactive exit and a strategically executed transition.
Financial Services
- Employee Benefits (ten employees or greater)
- TAS (Tax Advisory Services)
- Tax Consulting
- Key Employee Retention
- Buy-Sell funding
- Life Insurance
- Health Insurance
- Owner Compensation Plans
- Business Valuations
Free Estimation
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