Our traditional services include: Certified and Special Audits, Individual and Business Tax Preparation, Financial Reporting, and Management Services. Our special services include: Retirement and Estate Planning, Income Tax Planning, Personal Financial Planning-computer directed, Title 19 Planning, Probate Accounting, Tax Compliance for Individuals, Estates, Trusts, Partnerships & Corporations, Estate and Trust Administration and Planning, and Computer Services-in house and client based.
Below we have listed some of the services that we offer to our clients along with a brief description.
Accounting Services
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*Financial statement preparation
*Accounting system setup for new businesses
*Payroll consulting
*Litigation support
*Audit services
*Financial forecasts and projections
Tax Services
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Some of the tax planning services we offer are as follows:
*Qualified and non-qualified stock options strategies
*Income tax planning
*Retirement & estate planning
*Divorce planning
*Tax planning in connection with buying/selling a business
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including the following:
*Individuals
*Corporations and S Corporations
*Partnerships
*LLCs/LLPs
*Estates, trusts & gift
*Not-for-profit organizations
*Consolidated tax returns
*Multi-state filings
Consulting Services
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business including the following:
*Entity selection
*Business expansion
*Tax effects of buying/selling a business
*Due diligence reviews
*Pension & profit sharing
*Retirement plan options
*Business evaluations
Miscellaneous
Athlete Accounting, Tax & Advisory Services
Athletes in this new millennium need a talented athletic management advisory team with a broad perspective and range of resources. Over the past seventeen years, we have developed a specialization in the area of Athlete Accounting by providing accounting, tax, and advisory support to professional sports agents and athletes in the NBA, MLB, and NFL. This experience provides our professional staff with the skills necessary to advise and manage the unique financial responsibilities facing professional athletes with the following services:
*Tax compliance planning and preparation of all federal, state, and foreign tax returns
*Cash flow, net worth, projections, budgeting, and forecasting
* Evaluation and negotiations of business opportunities, including professional contracts, endorsements, and business ventures
*Accounting, bookkeeping, bill and debt service management
*Sport's agent and investment advisor assistance
*Compensation and benefit planning(employee life, disability, medical, and retirement options)
*Second career/retirement planning
*Assistance with estate planning and asset protection trusts
*Charitable giving consultation, including establishing private foundations and organizing charity events
*Audit and litagation support
*Other special consultation services