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Our firm offers a wide range
of services to our individual and business clients. Because we are a
small firm, our clients benefit by getting personalized, quality service
that is beyond comparison. Below we have listed the services that
we offer to our clients along with a brief description. As the
list below is by no means all-inclusive, please feel free to inquire
about a service if you do not see it listed.
As the hub of the
"financial wheel" we are faced with every facet of your
financial picture. In the areas that fall outside of our expertise, we
can offer you general guidance and refer you to professionals in each
specific area that can attend to the detailed needs you require.
To learn more about a specific service, please click any one of the
links below:
Accounting Services
Providing financial information to our clients in a timely and accurate
manner is a commitment that we feel can not be compromised. Meaningful,
well-organized financial records ensure that your business operations
will run more efficiently on a daily basis. Our 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
*Litigation support
Reviews
& Compilations
We view our role in the financial reporting process as an opportunity to
provide constructive solutions for maximizing your company's
profitability and efficiency. Our goal is to work with you to understand
these reports and use them as a tool to manage your business. Likewise,
presentation of these reports to investors, banks, and creditors is an
integral part of growing your company. We 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.
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. Our qualified staff can assist you
with the day-to-day tasks associated with bookkeeping. Whether you have
an in-house staff of accountants or send your records to us on a monthly
basis, we are here to insure the integrity of your record keeping
process so that it is not only accurate, but being handled in the most
efficient and effective manner. Our staff is proficient in various types
of software. The bulk of our clients operate on Computer Associates (ACCPAC),
Quickbooks, or Peach Tree.
Forensic Accounting
We use accounting and auditing skills to provide an analysis of
financial records in conjunction with dispute resolutions, as well as
fraud and theft investigation. Our damage measurement methods can
determine the extent of financial loss and illegal accounting practices.
We work well with attorneys as expert witnesses providing both clear and
easily understandable reports and oral testimony.
Financial Statements
We can assist you in the preparation of your financial statements in
accordance with professional standards. These financial statements are
presented in a nationally standardized format that all financial
institutions understand. The financial statements produced is also be a
useful tool for management for making financial decisions if one is able
to decipher the key points that a financial statement can bear on the
financial status of your company. Our goal is to help you to identify
these key points and to become literate in the mechanics of the
financial analysis of your company's operations.
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, our experienced staff can assist you in achieving your
company's financial goals. We have extensive experience in preparing
investor prospectus, applications for expansion capital, proposals for
bank loans and other scenarios requiring the ability to prepare
forecasts with an insightful mind for sound business judgment.
Cash Flow &
Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow
issues. We can forecast and evaluate your company's financial condition,
estimate financing requirements, and track cash-flow sources and uses.
Planning ahead and anticipating cash shortfalls and finding solutions
before the problems arise is part of effective cash flow management.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By
keeping current on new tax laws and legislation, we are in a position to
identify key tax planning opportunities that minimize both your current
and future tax liabilities. We provide our 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
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Tax Planning &
Preparation
Tax planning and preparation form a winning combination for our
successful individual and business clients. Whether you are an
individual or a multi-tiered partnership, our experienced staff can
develop tax strategies that take advantage of new tax laws and
legislation. It is what you do before the end of the year that makes the
most difference in your tax filings.
IRS Representation
During our years of experience dealing with many taxing authorities, we
have achieved a level of competence that can ensure our clients they are
being properly represented before the various federal and state tax
agencies. Whether it is a simple tax notice, an IRS audit, or an
application for an Offer in Compromise, we are skilled at this "art
form" and prepared to help you to make the best possible
settlement.
International
Taxation
Our experience with the taxation of U.S residents working abroad and
foreign citizens working in the U.S. has provided us with an extensive
base of knowledge in the area of international taxation. Our office
staff are bilingual in Japanese and Tagalog for your comfort and ease of
communication.
Payroll Services
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.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales
taxes in many different vicinities. We can assist your company in the
compilation of information and preparation of sales tax returns in an
efficient and timely manner.
Estate & Trust
Tax Preparation
Effective estate and gift planning facilitates 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 is essential. We can guide you
through the complex process of getting your financial affairs in order.
Consulting Services
We gauge our worth by the personal and business successes of our
clients. We 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, we provide comprehensive, flexible strategies that address
the issues affecting your business. The following is just a few of the
areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
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 accounting
professionals, we are exposed to most programs through trade journals
and actual use. Our experienced staff can help you choose and implement
the system that best fits your needs.
Business Succession
Planning
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.
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. Our competent staff
has experience to guide you through the acquisition/disposition process
by addressing such issues as cash flow analysis and tax considerations.
Computer Consulting
Whether you are contemplating the addition of new computer hardware or
overhauling your network, our experienced staff can assist you with many
of the difficult decisions that must be made when designing your
business' computer systems.
Fraud Prevention &
Detection
We use accounting and auditing skills to provide an analysis of
financial records in conjunction with fraud and theft investigation. Our
damage measurement methods can determine the extent of financial loss
and illegal accounting practices.
Financial Planning
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.
Retirement Planning
Successful implementation and periodic review of your financial plan
will ensure financial independence during your working years and through
your retirement years.
Management Advisory
Services
Even the most qualified managers can benefit from competent, objective
feedback. We can help your company's management team develop long-term
objectives and specific strategies to facilitate your business' future
growth and success.
Business Consulting
We gauge our worth by the personal and business successes of our
clients. We 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, we provide comprehensive, flexible strategies that address
the issues affecting your business.
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. Our qualified
staff can assist you in evaluating the type of pension plan that will
best serve the retirement needs of you and your employees.
Investment Review
As you develop your investment strategy, we will act as your sounding
board. We 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.
Debt & Financing
Services
Debt management and the evaluation of financing options are issues that
an experienced professional deals with every day. Let us use our
experience to assist you in securing financing for your personal or
business needs or consolidating your current debt to a more manageable
level.
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. 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.
Other Services
Due to our diverse client base, we encounter a wide array of financial
and tax issues. As a result, we have gained valuable experience over the
years in numerous specialized areas, many of which are listed below. We
feel our ability to provide such a variety of services reflects our
versatility and competency, as well as our dedication to quality client
service.
*Mergers & acquisitions
*Asset protection
*Investment review
*Bankruptcies
*Litigation support
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
*Internet commerce
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult
task. We can assist you in the merger or acquisition process by
assessing such critical elements as tax considerations; product/service
compatibility; competitive tactics and position; financial impact; and
cash flow considerations.
Asset Protection
Asset protection, or wealth preservation, plan makes the enforcement of
judgements against protected assets nearly impossible and allows the
owner of protected assets to retain substantial control over these
assets. Our firm can assist you with an asset protection plan that may
include family limited partnerships, or offshore trusts.
Bankruptcies
Filing for bankruptcy is a serious and involved process with many legal
and tax issues. Our firm is familiar with the complexities of the
bankruptcy filing system and can competently guide you through the
process.
Expert Witness Services
Pending or existing litigation can result in the need for a qualified
professional to present his/her opinion to support or oppose evidence
submitted to the court. Our level of competence allows us the
opportunity to function as expert witnesses in such cases.
Employee Benefit Plans
The accounting and tax issues involved with employer-provided benefit
plans can be overwhelming. We can assist with the development,
implementation and administration of your employee benefit plan.
Litigation Support
Litigation support involves the quantification of economic damages
pursuant to existing or pending litigation using accounting and auditing
techniques. We have experienced competent staff who can compile
information efficiently to assist in the calculation and documentation
of any potential economic loss or damages.
Internet Commerce
Online sales are predicted to reach $ 12 billion by 2002. If your
business is not on the Web, it needs to be. We can help you determine if
your company would benefit from setting up a "virtual
storefront" on the Internet and assist in implementing adequate
systems and controls.
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