Tax & Business Services

Business Advisory

Receive professional and personalized tax preparation, accounting and financial planning answers that can easily be put to work for your business.

• Create an effective plan of action for short and long-term tax and financial planning.
• Gain insight to enhance the potential for success of a new small business.
• Put into place a comprehensive program to monitor and gauge business performance.
• Enhance bookkeeping and accounting for greater efficiency and effectiveness.
• Find insight and direction by applying our experience to your unique business situation.

Tax & Financial Planning - Utilize our business experts to help create effective financial strategies and maximize your business and personal deductions.

• Annual business services, including tax projection and expense planning
• Family gift and estate planning
• Retirement and investment planning
• Charitable giving
• Business structure planning
• Year-end tax planning
• Year-round tax planning

Start-up Consulting - Maximize your new business potential with a professional review from our small business specialists.

• Business plan preparation
• Entity structure planning
• Incorporation filing
• Accounting systems setup
• Financing evaluation
• Paperwork control
• Compliance monitoring

Performance Planning - Keep on top of your performance and stay informed about how it affects your goals.

• Budgeting and forecasting
• Periodic financial review
• Industry benchmarking
• Operational analysis
• Opportunity assessment

Accounting Systems Support - Streamline your existing system capabilities to maximize accounting effectiveness.

• Support for leading accounting systems such as QuickBooks^® and Peachtree^®
• Assistance with setup, training and ongoing accounting program support
• Electronic exchange of bookkeeping information for review and reconciliation or other data-dependent services
• General ledger adjustments to balance computer records with financial statements
• Remote access capability to facilitate record transfer and posting

Business Valuation - Quickly and accurately determine the value of your business or other aspects involved with owning and operating a business.

• Business or enterprise valuation
• Valuation of intellectual property
• Debt, equity and asset valuation
• Business loss or damage valuation