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SERVICES:

Accounting Services

Providing financial information to our clients in a timely and accurate manner is our commitment to our clients. 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/Annually)

  • Accounting system setup for new businesses

  • Computerized payroll services

  • Business tax return preparation (Sales & Use/Business Property)

  • Personal financial statements

  • Litigation support

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audits - we do not do financial audits, but anything else, from IRS audits to various state agency audits, and insurance audits

  • Compilation - based upon client information provided and used primarily for internal use

Bookkeeping

Meaningful, well-organized financial records ensure that your business will run efficiently. We can help you setup your bookkeeping systems and provide you with monthly, quarterly or annual services, depending upon your needs.

 

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.

 

Business Entity Selection

Choosing the form of entity for your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have long-standing 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.

 

Business Succession Planning

Planning for the succession of your business is important to ensure that it remains viable long after you've stopped actively managing it. Let us help you determine the most beneficial way to ensure that the business succeeds even after you're gone.

 

Business Valuations

Whether you are thinking of buying a new business or are in the midst of a difficult divorce, the valued amount of your business is important. With an in-house principal experienced in Business Valuation, we can provide useful and objective analyses to assist you in the valuation of any business in which you have an interest.

 

Buying & Selling a Business

Structuring the purchase or sale of a business 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.

 

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 are 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

  • Financial & retirement decisions

  • Estate Planning basics

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.

 

Financial Statements

We can assist you in the preparation of financial statements in accordance with professional standards. Financial statements are a useful tool for management to make financial decisions and are often required by insurance and banking organizations.

 

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. Our involvement in representing our clients means a less stressful audit or IRS experience.

 

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.

 

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement.

 

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.

 

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 maximize the benefits of new tax laws and legislation while minimizing your risk.

 

Tax Services

We prefer to take a proactive versus 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 can include:

  • Individual tax planning & return preparation

  • Corporate

  • Partnerships

  • LLCs/LLPs

  • Estates, trusts & gifts

  • Not-for-profit organizations

  • Taxing authority representation

  • Divorce and support issues

  • Tax effects of buying/selling a business

 jeffktax                  

Copyright 2006, Jeff Kennedy, ATP