Business planning
Internal Controls analysis and recommendations
Stockholder/owner succession planning
Mergers and Acquisitions
Buying and selling a business
Business entity selection
Projections, forecast and cash flow analysis
Bank loan assistance
Chief Financial Officer services
Lease vs. purchase analysis
Small and medium size business bookkeeping and accounting
QuickBooks training and assistance
Payroll calculation
Financial Statement & Profit/Loss preparation
Compilations
Dynamic and effective tax planning and tax minimization
Individual income tax preparation - all 50 states
S Corporation and C Corporation tax preparation
LLC and Partnership tax return preparation
Payroll tax return preparation
Sales tax preparation
W-2 & 1099 reporting and tax return preparation
Retirement savings maximization
Higher education savings for your children and grandchildren
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