Tax & Accounting
We provide services in the following areas.
We can prepare financial statements for your business based on your needs. We can help you understand and use the statements in managing your business and increasing profitability.
We prepare individual, partnership, corporation, trust, estate and gift tax returns. Tax planning is essential in all of our tax engagements. If your tax return is selected for examination by the Internal Revenue Service, we will help you organize your records and, if you choose, attend or represent you at the examination.
We can help you design and implement an accounting system for your business, using accounting software that will give you the information you need, when you need it, to best manage your company.
If you need help with writing your business plan, budgets and projections, we have the resources to assist you. We can help you decide on the form of doing business that is right for you, whether it be sole-proprietorship, partnership, limited liability company, C corporation or S corporation. We have helped numerous startup businesses with registration filing and obtaining employer identification and other tax numbers.
Steve can help you structure and plan for a business acquisition, merger, spin off, sale or liquidation and discuss the tax consequences of such transactions. He can assist you in transitioning your business to the next generation if that is your goal.