Professional Tax & Accounting Services
If you're looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further. We are large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. SaaS, cloud computing, and other innovations are adding more dimensions to technology decisions. Choosing the right solution that meets your needs now and in the future — while providing necessary security — is crucial.
We analyze the nature of your business, your financial transactions, current technology, and future plans to identify and implement a software solution that is flexible enough to grow with you.
Audits, Reviews, and Compilations
Our audit, review, and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business and deliver financial statements and reports that are clear, concise, and acceptable to all outside parties.
We work closely with you and your key employees to develop and execute a plan that minimizes the time your staff spends on the process without disrupting operations.
Bookkeeping / Write-Up
If your business does not currently have accounting staff, or if you are outgrowing your current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure smooth operation of the financial side of your business.
As your business needs grow and change, we provide input and planning assistance to make sure your accounting and financial systems keep pace.
- Monthly bookkeeping and reconciliation
- Chart of accounts setup and maintenance
- Bank and credit card reconciliation
- Financial reporting and statements
- Catch-up bookkeeping for past periods
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.
Whether you face questions related to expanding, selling, or restructuring, we have the necessary business acumen and analytical capabilities to guide you.
Business Entity Selection
The business entity you select — LLP, LLC, sole proprietorship, partnership, corporation — has enormous financial and tax implications. It is important that you make the right choice from the start.
We explain each option and its implications clearly. As your business grows and changes, the type of entity you have chosen may need to change as well, and we will be there to guide that transition.
Buying or Selling a Business
Few business decisions are more important, complex, or potentially business-altering than a buy or sell decision. When you are ready to sell, we can provide support at every step — valuing the business, vetting potential buyers, and supporting due diligence.
If a buying opportunity presents itself, we help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We work with your legal counsel to help structure your estate and trusts to minimize taxes and ensure the smooth transition of assets to your heirs.
We are available to handle all estate and trust tax-related matters from preparation through filing.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens new opportunities to improve management, planning, and decision making. Financial analysis provides the numbers to support, reject, or contemplate a course of action.
Prospective analysis shows how situations may evolve under various scenarios, providing a new dimension to decision making. We provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. They also represent your business to lenders, partners, potential buyers, and other interested parties.
We work closely with your key personnel to develop and finalize accurate and timely financial statements that give you the clearest picture of your business's financial health.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we bring years of experience dealing with tax matters and IRS procedures to ensure that you are properly represented at every stage.
- Audit representation at all IRS levels
- IRS notices, letters, and correspondence
- Delinquent and unfiled return filing
- Payment plans and installment agreements
- Collection appeals and penalty abatement
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We provide support in business planning, mergers, acquisitions, and a broad range of advisory functions.
Contact our office to learn about the full range of management advisory services we provide to businesses of all sizes.
Notary Public
A notary public can help you handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Call our office at (330) 533-7555 to schedule a time that works for you.
Payroll Services
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll professionals are well-versed in these laws and regulations.
We proactively alert you to material changes that will affect your business and employees while keeping payroll running smoothly no matter how large your business grows.
- Payroll processing for all pay frequencies
- Federal and state payroll tax filing
- W-2 and 1099 preparation and filing
- Direct deposit setup and management
- New hire reporting and compliance
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer your employees, we can help you evaluate the available options.
Our focus is on helping you make the choice that is most appropriate for your financial situation. If choosing a plan for your business, we base our recommendations on the unique characteristics of your business, your employee population, and the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
We keep up with changes in state and local sales tax law so your business stays compliant without the administrative burden falling entirely on you.
Tax Preparation & Planning
Effective tax preparation and planning can help you minimize your future tax liability. We help you proactively manage both your personal and business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.
Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation affects you — and we are constantly identifying new ways to reduce your tax liabilities.
- Personal tax preparation (Form 1040)
- Business returns (Schedule C, 1065, 1120-S)
- Year-round tax planning strategy sessions
- Quarterly estimated tax guidance
- Capital gains and retirement contribution timing
- Estate and trust tax preparation
Ready to get started?
Call us at (330) 533-7555 or send a message. We will ask a few questions and point you in the right direction. The first consultation is always free.