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
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
Tax preparation, projections and planning
Established Businesses
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
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