-  Business & Individual Tax Preparation -  Tax Planning Services -  Financial Statements -  Custom Outsourced Controller -  Business Valuations -  Business Projections and Forecasts -  QuickBooks ProAdvisorSM  Services -  Trust, Estate and Gift Taxes -  Employee Benefit Plan Audits     Business & Individual Tax Preparation Tax Filing services address the mandatory tax reporting required by law.  They include services such as the preparation of Income Taxes (Federal, State and Local), Property Taxes, Payroll Tax reporting and the myriad of other matters in which the government requires compliance.    We know which taxes your business needs to file ... and which ones you don't.  We will make sure that you comply with the law but still minimize your tax liability so that you don't pay more than necessary.  We guarantee that these services will be provided in an accurate and timely fashion or we will pay the penalty on any tax notice you receive that was due to our error or oversight.  That's our commitment to quality and optimum service.    Tax Planning Services Tax Planning services proactively identify opportunities to reduce tax liability for personal or business transactions being considered.  We can also assess and guide you regarding your current personal and business tax position at any time.      Financial Statements: Audit, Review, and Compilation We can provide a comprehensive financial statement compilation, review, or audit.  These levels of service are often required by your financial institutions when you borrow money.  You may also consider these levels of services to obtain a more comprehensive detailed review of your actual financial position and operations.     Custom Outsourced Controller This service is designed to provide you with an accounting department without the hassles of hiring, managing, providing benefits, etc.  We custom design accounting services and controller functions to fit your needs so that you can focus on what you do best - run your business!  We will perform the processing of your cash receipts, accounts receivable, accounts payable, bill payments, collections and cash management.  We will then provide you with the necessary management reports to run your business, including but not limited to financial statements, accounts receivable aging, and trend reports.  We will also assist in analyzing and monitoring these reports.    In addition, we will aid in handling other financial issues of your business, like obtaining financing, handling multiple state issues, resolving personnel issues, handling sales tax issues, problem resolution with vendors, etc.      Business Valuations Business valuations are most commonly required in conjunction with the purchase or sale of a business, succession planning, buy/sell agreements, charitable contributions, estate and gift taxes, and initial public offerings.  In the litigation arena, valuations are often necessary in situations of business disruption, dissenting shareholder actions, divorce, and partner disputes.   We can provide assistance in determining the value of your business if your goal is to gift or sell.  We can also aide you in determining the value of someone else's business if your goal is to buy.  In addition, we can give you recommendations on how to increase the value of your business in preparation for any of these events which you may be planning for in the future.      Business Projections and Forecasts We can assist you with preparing budgets (and other reports) for cash flow and profit planning purposes.   Or, if you'd like an even more "hands on" approach, we can prepare these reports for you.  We'll learn about your business, find out what's important to you, and help point you in the right direction based on your needs and goals.  We can also show you how to use these vitally important management information tools to attain better control over your business.   This can include assistance with writing business plans and loan proposals to help you obtain financing.   We are able to go beyond the budgeting process and proactively help you interpret your periodic reports.  These services can include identifying and tracking detailed Key Performance Indicators (KPI's) that apply to all of the critical areas of your business.      QuickBooks ProAdvisorSM  Services Members of our QuickBooks ProAdvisorSM team will provide on-site complete training based on your individual company's needs.  Our specialists can customize the generic software package and train you and your team on each of the modules available to you to run your business.  Additionally, we provide technical support by phone should you need it.        Trust, Estate and Gift Taxes  We can assist in your trust, estate and gift tax planning to minimize estate tax liability, fully utilize gift tax exemptions and credits, and achieve your charitable giving goals.   Our filing services address the mandatory tax reporting required by law.  We handle all compliance issues, final tax returns for the decedent, federal and state estate income tax returns and the appropriate trust and gift tax returns.     Employee Benefit Plan Audits We provide audits for employee benefit plans, non-profit organizations, and retirement plans subject to annual reporting obligations under the Employee Retirement Income Security Act of 1974 (ERISA).