As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - inquiry of your company personnel and analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can prepare or assist your staff with the preparation of projections and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
We prepare returns for various types of entities including individuals, corporations, partnerships, and trusts and we provide E-filing and electronic copies (pdf files)of your tax returns.
Tax Planning and Projections
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall financial strategy, you can use our experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities.