|
Services for Individuals
Our services for individuals assist our clients in achieving their financial goals. We tailor our services to meet the needs of each individual. In this area, our services include:
Tax
- Income tax planning, projections, and return preparation
- Estate, trust and gift tax planning and return preparation
- Business (asset) valuation assistance
- Asset valuation assistance
- Assistance with examinations by taxing authorities (e.g., IRS, Franchise Tax Board, Employment Development Department, etc.)
- Full representation of clients under tax examination up to or through the appeals process
Organize Individual Finances
- Bookkeeping - full service or assistance
- Bill paying and file maintenance (including household employees)
- Vendor coordination
- Cash flow planning
- Gift tracking and monitoring
- Estate and trust accounting and reporting
- Eldercare assistance
Manage wealth
- Compilation of personal financial statements
- Assistance with accounting and tracking of investments
- Retirement planning
- Personal financial consulting
Trusts or Estates
- Administration assistance
- Accounting to Superior Court
- Planning and consulting
|
Services for Businesses
Our knowledgeable professionals have extensive experience in the use of QuickBooks and other small business accounting software and assist small companies in achieving their goals through all stages of growth. In this area, our services include:
Business Formation
- Form of entity selection (e.g., limited liability company, corporation, partnership, S-corporation, etc.), formation and setup
- Review of business plan
- Evaluation of business prior to purchase
Business Startup
- Accounting system design, implementation and training, including assistance with software selection and creating the initial chart of accounts
- Payroll and benefits setup
- Income tax preparation, projections and planning
Established Businesses
- Income tax preparation, projections and planning
- Financial planning and consulting
- Assistance with examinations by taxing authorities (or full representation)
- Sales and use tax return preparation
- Payroll tax return preparation
- Preparation of forms (e.g., 1099, W-2, etc.)
- Business property tax return preparation
- Pension plan census reporting
- Pension plan tax return preparation
- Compilation or review of financial statements
- Bookkeeping - full service or assistance
- Business succession planning and execution
- Management Advisory Services
|