Tax Planning and Preparation

We prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.

Investment Tax Planning

Your investment program will be reviewed with you to be sure you are utilizing all available opportunities in the tax law to maximize your after-tax return.

Recordkeeping and Reports

If you’re in business and need recordkeeping and accounting systems, we can design them to fill your needs.

We can prepare or assist you in preparing payroll reports, journals and general ledgers. We can also assist you with your other financial recordkeeping and reporting requirements so that the red tape in your life is minimized.

Business Problem Solving

If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and other advisors to help you solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and your other business needs.

If you need financial statements, we can prepare them for you. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.

We also provide expertise in:

• Business Sales and Acquisitions
• Retirement Planning
• Equipment Purchases and Sales
• Deferred Compensation Planning
• S Corporation Elections