Accounting & Bookkeeping

Well-organized financial records are the foundation of a successful business.  They can assist in comparing financial relationships in order to identify positive or negative trends, which then can be the focus of financial improvement.  Current and potential bankers, lenders, potential business partners or potential business buyers, often require professionally prepared financial records.  Professionally prepared financial records can also help to ensure business operations will run efficiently, profitably and help identify areas that may require additional analysis.

We can assist with all the tasks associated with accounting and bookkeeping on a weekly, monthly, quarterly or annual basis.

We also offer the preparation of compiled or reviewed financial statements prepared under Generally Accepted Accounting Principles (GAAP) often required by your bank or other lenders.

Professionally prepared accounting records are also required for the preparation of the annual tax returns.

Tax Compliance

We prepare any variety of business federal, state or multi-state tax returns for businesses classified as “C” Corporations, “S” Corporations, Partnerships, Limited Liability Companies, Limited Liability Partnerships, Not for Profit Charitable Entities and Sole Proprietorships.

We prepare any variety of federal, state or multi-state tax returns for individuals, trusts, gift and estate tax returns.

We also prepare federal and state payroll tax returns, including the preparation of the annual W-2 and 1099 forms including electronic filing.

Tax Planning & Consulting

As your trusted advisors, we take the time to get to know you and your business and their combined needs.

We also take the time to understand not only your business and personal needs, but also your entire family situation from children’s trusts to multi-generational wealth transfer planning for succession and retirement purposes.

We are well versed and experienced in these other tax areas:

• Tax projections and planning
• Estate and gift tax planning and compliance
• Strategize in conjunction with advise from your investment advisors, attorneys and other estate planners
• Multi-State compliance and Nexus tax issues
• Mergers and Acquisition planning, alternatives and compliance

Representation before Taxing Authorities

Both David & Rick have been representing clients before the Internal Revenue Service, Franchise Tax Board and other state taxing authorities for many years.
We effectively advise, manage and represent individuals and businesses before the taxing authorities.

We also handle so called “correspondence audits” along with prior accountant prepared returns that may be selected for audit.