Virtually all entities - whether
they are privately held, publicly owned, governmental, or nonprofit - must prepare reports on their financial performance . These reports help owners
and management make operating decisions, enable creditors to evaluate loan applications, and assist individuals in making investment decisions. To
serve our clients' varying needs, our firm offers several kinds of financial statement services .
When limited in - house
capabilities for preparing financial statements exist, our firm can prepare
a compilation report based on information provided by management.
If your business is a private
entity, we can perform a review of your financial statements and issue a
report that provides limited assurance that material changes to its
financial statements are not necessary . In this case, we would apply
analytical procedures to your financial statements to identify unusual items
or trends in the financial statements that may need explanation.
If your business is a public or
private company or governmental agency, you may engage our firm to audit
your financial statements and issue a report that provides the highest level
of assurance that your statements are presented fairly and in conformity
with generally accepted accounting principles . Audits also provide a
reasonable level of assurance that the financial statements are free of
material errors.
Contact us for more information
about the financial statement services our firm can provide to your business.
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Our firm provides
valuations to determine the value of a company or an intangible asset on a
specific date . Our knowledge ranges from mergers and acquisitions and
marital dissolutions to insurance claims, tax disputes and damage litigation
.
Since a business is
often an individual�s most valuable asset, it is important that a qualified
professional conduct the valuation . We are experienced business advisors,
accustomed to working with management on numerous strategic, operational,
and financial matters . We are also adept at dealing with the IRS on behalf
of you and your business .
Our unique knowledge
and understanding of financial and tax issues gives us a superior ability to
use financial statements, tax returns, auditor reports, and financial
forecasts as the basis for determining the value of a business .
Contact us to learn
what business valuation services we can provide for your company .
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Our firm can assist
you with the formation of a business of any type and size, and provide the
services you need through various stages of development, such as:
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Conducting special studies on
financing, inventory management, cost control, credit and collection for
business, government and nonprofit organizations .
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Consulting on accounting aspects of
business problems .
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Developing budgets and forecasts .
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Auditing financial statements and
reporting on them for your use with investors, creditors, and management .
Setting up accounting systems .
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Performing compilation and review
services .
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Assisting you in obtaining
financing .
Contact us for more
information about what we can do to help you keep your business on the right
track .
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Sound financial and estate planning can help preserve the financial
security that you are working so hard to achieve . It's important to plan
for the disposition of property during your lifetime and upon your death .
With effective planning, you can minimize the tax burden on your estate and
know that your beneficiaries will receive the maximum amount that the law
allows .
An essential part of lifetime planning is making sure that only
appropriate assets pass to the survivors . Certain businesses and
investments may be impractical or impossible for a grieving family to manage
. Our firm can assist you in putting your affairs in order in the most
effective way to provide for your loved ones .
Effective planning is essential . An estate you consider of
modest value today may well become very sizable when measured in inflated
market values at the time of your death .
Our team of professionals can develop a strategy to conserve, increase
and, ultimately, pass on your estate with maximum tax savings . Start the
effort by contacting us .
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Our firm can provide
a wide range of services in the area of divorce settlements . Services
include assistance before, during and after divorce in the areas of:
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Advising you on how to financially
prepare for a divorce .
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Preparing financial information and
analyses for your attorney . Calculating and negotiating alimony and child
support .
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Locating and valuing marital property
.
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Providing expert witness testimony .
Examining the income tax issues applicable to your divorce settlement
situation .
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Creating and recommending financial
strategies for you during and after your divorce .
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Contact us to learn what services we
can provide to fit your personal situation .
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As your business
grows, your staff will grow to meet the demands of running your day - to -
day operations . Our firm can help you put systems in place for hiring and
maintaining an efficient staff . We can:
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Provide recommendations for
compensation policies and practices .
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Design compensation, fringe benefit
and retirement plans for businesses .
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Assist the development of job
descriptions, personnel policies, systems and manuals .
Contact us for more
information about what we can do to help you build your staff .
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Attorneys are relying more heavily on
hired consultants for complicated lawsuits . CPAs are considered the
foremost authorities on financial and economic issues and are distinguished
by strict licensing requirements . Our firm focuses on litigation services
and can:
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Act as either expert witnesses or
consultants, presenting private advice to attorneys.
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Assist attorneys in case preparation,
divorce settlements, bankruptcies, and alternative dispute resolutions.
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Help attorneys in litigation
situations by analyzing financial data and developing damage studies or
business valuations.
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Work with attorneys and bankers in
business mergers or expansions.
Contact us for more information about
what we can do to help you in your litigation situations.
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CPAs play a vital
role in helping businesses make better use of their resources and increasing
efficiency and profitability . Some of the consulting engagements our firm
can apply to your business include:
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Reviewing and setting up management
information systems that meet your company's needs.
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Evaluating the results of operations
and forecasting the effects of alternative plans to facilitate management
decisions.
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Analyzing operations and suggesting
changes in structure and individual responsibilities.
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Helping you institute a corporate
planning process to control current operations, manage risk, translate long
- range plans into attainable goals, and increase profits and market share.
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Helping your business improve the use
of resources, increase efficiency, and achieve objectives.
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Working with you and your business to
ensure compliance with government regulations.
Contact us for more
information about what we can do to help you keep your business on the right
track.
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We can advise
you about the use of credit, dollar - cost averaging, diversification,
employee benefit plans and other financial management strategies .
Just a few of the
many possibilities that signal the need for planning are:
CPAs can help you
determine the amount of money you will need to pay for one or more specific
financial goals, create an estate or maintain your desired lifestyle . They
are on top of changes in the tax laws and can work with you to maximize your
net worth, while providing for contingencies .
Contact us for more
information about about our personal financial services .
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You've started your
own business and you know that your ability to survive depends, in large
part, on planning for the future, while meeting the present challenges of
today's ever - changing business environment . Our firm provides sound
business advice and technical assistance to small businesses .
Our technical
knowledge, training, and business experience enables us to help small
business owners find solutions to their day - to - day problems . We also
can provide you with advice on problems unique to the industries in which
your business operates and help you make informed decisions .
By providing
accounting and auditing services, tax services, management consulting
services, and planning services, we help small businesses prosper
and face their competition with confidence .
We also can provide
consulting services in areas such as cash management, risk management
(insurance), financing, environmental compliance, business valuation,
compensation and benefit plans, computer - based accounting systems,
succession planning for family - owned businesses, mergers and acquisitions,
health care, compliance with tax and government regulations, litigation
support, total quality management, feasibility studies, software evaluation
and design, disaster recovery planning, organizational restructuring, and
human resources planning .
In addition, our firm
can assist you in monitoring and reducing production costs, controlling
inventory, and developing marketing and pricing strategies . We also provide
financial analyses, including evaluation of economic projections and long -
range planning objectives .
Our firm makes your
small business our business . We can help put your business on the track to
profitability .
Contact us for more
information about what we can do to help you with your small business needs
.
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We can advise both
individuals and businesses on all aspects of compliance with the tax laws .
We prepare tax returns and related schedules, provide advice on tax issues,
help individuals and businesses plan effective tax strategies, and represent
taxpayers before taxing authorities .
Our knowledge and
training in tax matters and awareness of new developments and emerging
issues enable us to develop effective tax - planning techniques that often
result in substantial tax savings . We are problem solvers . Some of our
practice areas include:
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Advising you on the tax effects of
transfers of ownership among family members in a business .
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Providing income and estate tax
counseling with respect to the financial settlements involved in separation
and divorce .
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Designing compensation, fringe
benefit, and retirement plans for your company .
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Planning for a change in your
corporation's accounting methods .
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Obtaining an advance ruling from the
IRS on the tax consequences of a proposed corporate acquisition of the stock
or assets of another company .
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Analyzing the tax aspects of
investment opportunities .
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Providing advice on the purchase,
sale, or merger of a business .
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Establishing pension and profit -
sharing plans and preparing all types of tax reports for such plans .
Our experience and in
- depth understanding of complex tax rules and regulations can help your
business or your family improve your tax position and realize significant
tax savings .
Our firm can act as a
your representative before state and federal tax authorities . We will serve
as a personal representative, or reply to correspondence concerning tax
returns or provide explanations, schedules, and other documents in tax
examinations .
Whether you're
concerned about your personal tax return, looking at your company's
finances, or assessing your financial goals, we are the professionals
trained to give you sound advice .
Contact us for more
information about what we can do to help you comply with and benefit from
the tax laws .
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