Services

Certified Public Accountants have a distinctive role in the examination of financial statements which are to be submitted to interested parties and in the expression of an independent opinion relating to the fairness of such statements. Although the attest function is only one of the many diverse activities in which CPA's must be competent, we recognize its importance and have specific individuals who are charged with the responsibility of attaining and maintaining skills in this area.

Accounting Services involve providing services related to the production of records necessary to the client's business and reports for use by management and outside parties. Consulting Services involve a more hands on approach where we try to improve the client's use of its capabilities and resources, enabling them to achieve the objectives of their organization. Specific Accounting and Consulting Services available include:

• Reviews and Compilations of Financial Statements
• Business Start-Ups
• Business Plan Assistance
• Accounting Assistance
• Assistance in Preparing Governmental Reports
• Financial Planning including Budgets and Forecasts
• Training of Client Bookkeeping Personnel
• Tax Planning for Individuals, Estates, Trusts, Partnerships and Corporations
• Assisting Clients in Obtaining Bank Loans
• Computer Consulting
• Management Functions of Analysis, Planning, Organizing and Controlling
• Introduction of New Ideas, Concepts and Methods to Management
• Improvement of Policies, Procedures, Systems, Methods and Organizational Relationships
• Benchmarking, Budgeting, Forecasting

The nation's tax structure is becoming increasingly more complicated. We are committed to maintaining knowledge in various areas of taxation. We specialize in various industries, including non-profits, service companies, construction, retailing, and manufacturing organizations. Additionally, we are experienced in the areas of trust and estate tax planning. We provide consultation to minimize client's tax liabilities and conduct research to provide answers to client's problems while maintaining a pro-active stance with taxing authorities.

We offer assistance with estate planning including the creation of trusts as well as guidance regarding preparation of wills. We consult with outside attorneys selected or approved by you who are qualified to draft estate and trust legal documents while we offer our financial and tax input. We also prepare estate tax returns and annual tax returns for trusts as well as providing accounting services for trusts which can include financial reports that assist the trustee and beneficiaries with understanding the trust’s activities.

As non-profit and tax exempt organizations come under increasing scrutiny by the Internal Revenue Service the required tax reporting for these entities has become more in-depth and specifically focused on the Board of Directors’ actions and stewardship responsibilities. We have successfully assisted many organizations with developing and implementing policies that are in compliance with the IRS’s initiatives. We have also counseled Boards regarding their fiduciary responsibility for the assets and for the actions of their organizations. We accomplish this through presentations to the Board members and also by providing written examples as well as other training. Each of our shareholders have been active members of numerous Boards which also allows us to bring real-world experience to our involvement with your Board.