Starters

Expertise

Peace of Mind

Plain Talk

Partnering

In the diverse world of business, some companies find it difficult to manage the many functions required to run their businesses.  Wouldn't it help you to rely on a trusted and accessible business partner to assist you?

Entrees

Tax

• Individuals - we search for every deduction to which you are entitled.
• Business - Corporations, Partnerships, LLC's
• Payroll - from issuing payroll checks or direct payroll deposits to filing the necessary tax reports.
• Estates and Trusts

We keep abreast of current tax laws throughout the year to minimize your tax liablities and to maximize your future opportunities.

Accounting

• Financial statements - monthly, quarterly, annually, as needed.
• Bookkeeping / Recordkeeping
• Software packages:  PeachTree, QuickBooks; training and installation

Consulting

• Business startups
• Entity choice for new or continuing businesses
• Pension plan assistance
• Real estate transactions, including tax deferred exchanges.

Communication

• Talk to us!  Accurate and timely communication and exchange of information is a necessity for successful financial management and tax planning.  We can be far more effective if consulted before structuring a major transaction as opposed to finding ways to minimize tax on a transaction that has been completed.  We can assist you on a one-time or on-going basis.

Specialities of the House

Trust, Estate Tax Planning and Compliance

The area of estate and gift tax has been changing at an incredible rate in the last few years.  We can help you identify your need for estate planning in order to make sure that your assets will not be left to Uncle Sam.

The process usually involves using an estate planning attorney and possibly your financial advisor.  Our job is to work closely with these experts to meet your needs.  This includes working with trustees and executors to ensure the proper returns and elections are filed as required.

Elder Care Consulting and Accounting

We offer services to assist the elderly with regular recordkeeping, bank statement reconcilation and financial management.  We can make sure that check registers are kept up to date and all bills paid on time;  pension checks, etc. are received and deposited on a timely manner.  Never have to worry about missing payments for property or income tax.  No more worries about lapsed insurance policies.

Regular reports can be produced for the priciples involved as well as for any family members, beneficiaries or trustees that are designated.

Real Estate - Tax Deferred Exchanges (Sec. 1031's)

The tax-deferred exchange remains the most important tool in planning for non-personal real estate transactions.  The transactions are complex and our job is to work with you and your exchange facilitator to provide you with the tax information you need to make an informed decision and to file the necessary tax forms.

The Sweet Stuff

We view our relations ship with each of our clients as an ongoing partnership and we strive to provide you with quality service.

We are here for you!

Please Contact Us for additional information about our firm and the services we offer.  We look forward to speaking with you soon!