Tax Planning & Preparation

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax savings strategies to maximize your after tax income.

By keeping current on new tax laws and legislation businesses and individuals pay the lowest amount of taxes allowable by law. We continually look for ways to minimize your taxes throughout the entire year, not just at the end of the year.

Tax Preparation

Our significant investment in advanced computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Trusts & Gifts
  • Not-For-Profit Organizations

Our firm offers professional preparation of all federal, state, local and personal property tax returns at competitive and affordable rates.

Financial Statement Preparation

We view our role in the financial reporting process as an opportunity to provide value added, constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on two levels of assurance:


A compilation is an assembly of the client’s data in financial statement format. Our compilations examine the data in conjunction with business procedures to provide a clearer picture of our clients’ financial operations.

In compiling financial statements for a client, we present information that is the responsibility and representation of management and expresses no opinion or assurance on the statements.

Compilations do not require inquiries of management or analytical procedures. Instead we rely on our knowledge of accounting principles and a general understanding of your business.

Banks often require compilations from an independent CPA as a minimum requirement of their lending covenants.


A review engagement consists primarily of analytical procedures we apply to financial data, and various inquiries we make of your company’s management. If the financial data or supporting information appears inconsistent or questionable, we may need to perform additional procedures.

A review report expresses limited assurance in the form of the statement “We are not aware of any material modifications” for the financial statements to be in conformity with accounting principles generally accepted in the United States. Reviewed financial statements must include all required footnotes and other disclosures.

A review provides the advantages of a CPA’s technical expertise without the work and expense of a full audit.

A review is often acceptable for lenders, investors and management and serves as a cost-effective means of obtaining a reliable snapshot of company performance.

Please contact us if you have any questions about which type of report is right for your business.

Business & Management Consulting

We gauge success by our ability to “Proactively assist our clients in achieving their financial goals.”We view our consulting activities as a partnering role with our clients and feel a vested interest in their success. We help our business clients identify areas affecting profitability and growth, and work cooperatively to develop strategies and solutions.

Whether you need to fix an immediate problem, improve processes, leverage resources, or simply position your business for the future, we can assist in identifying opportunities and determining the type of consulting service that best meet your needs.

We will always be available to help you manage and grow your business for maximum profitability. Some of the consulting services we can offer your business include:

  • Profitability Consulting
  • Payroll Management
  • Financial Stability Consulting
  • Customized Forecasts and Projections
  • Accounting Policies and Procedures
  • Business Plan Development
  • Assistance with Capital & Financing
  • Contract Advisory Service
  • Business Succession Planning
  • And many other special projects

We understand the financial challenges faced by your growing business. We’ll assist you with solving your financial problems so you can do what you do best – run your business.