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Services
• Tax Planning and Preparation
We will 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 Review
Your investment program will be reviewed periodically to be sure you are
achieving the maximum return with no more risk then you want. As you consider
new investment opportunities, we will act as your sounding board and advisor.
• Financial and Estate Planning
Increasing your net worth is an easier task with the help of a financial
advisor. We offer a total financial and estate planning program including
an analysis of your net worth, investment review, family gifting, trust,
retirement planning and family business transfers.
• Recordkeeping and Reports
If you're in business and need recordkeeping and accounting systems, we
can design them to fit your needs.
We can prepare or assist you in preparing payroll reports, journals,
and general ledgers. We can 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 your
other advisors to 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 compilation, review
or audited statements. 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.
• You'll Benefit From Our Experience in Other
Areas, Too.
- Computer selection and use
- Business sales and acquisitions
- Real estate sales and acquisitions
- Projections, budgets, goals
- Retirement Planning
- Inventory control systems
- Equipment purchases and sales
- Pension and profit sharing plans
- Deferred compensation plans
- S corporation elections
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