Financial statements preparation & compilation
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements. We deliver financial statements and report that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the prosperity of your business.
Outsourcing accounting service
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping or supervisory services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Tax preparation & planning
Individual & business tax return
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other development affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales/use/business/property tax services
We can help you understand and manage your sales/use/business/property tax obligations and prepare related tax returns in an efficient and timely manner.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorizes.
Buying or selling a business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Management advisory services
Our management advisory services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about full range of services we provide.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Business setup & dissolution
We can help you select your business structure-LLP, LLC, sole proprietorship, partnership, corporation, etc. and register for state and local taxes. We also provide services for obtaining or renewing your business license. If your company is ceasing operations or is no longer in business, we will help you file Articles of Dissolution to legally end your company’s existence in your state of incorporation or in your state of qualification.
Accounting software selection & implementation
We can analyse the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business. Usually we recommend Quickbooks to our clients.
Mail handling service
We will take care of your mails and forward them to you even though you don’t have a physical office in the state your company incorporated.
Call today to schedule an appointment! 310-496-5737