Service Tailored to Your Needs |
| Tax Planning and Preparation |
We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that effect you. We will recommend tax-saving strategies and serve as your advocate in tax matters. |
| Investment Tax Planning |
Your investment program will be reviewed with you to be sure you are utilizing available opportunities in the tax law to maximize your after-tax return. |
| Financial and Estate Planning |
Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program including an analysis of your net worth, investment tax planning, family gifting, trusts, retirement planning and family business transfers. |
| Recordkeeping and Reports |
If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs. |
We can prepare or assist you in preparing payroll reports, journals, and general ledgers. We can assist you with your other financial record keeping and reporting requirements so that the red tape in your life is minimized. |
| Business Problem Solving |
If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to help you solve your business problems. You will receive assistance with loan application, pricing, credit policies, cash flow, cost controls, and your other business needs. |
If you need financial statements, we can prepare them for you. Even more important then the preparation or these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably. |
| You’ll Benefit From Our Experience in Other Areas, Too. |
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Computer selection and use |
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Business sales and acquisitions |
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Real estate sales and acquisitions |
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Projection, budgets, goals |
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Retirement planning |
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Inventory control systems |
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Equipment purchases and sales |
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Pension and profit-sharing plans |
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Deferred compensation plans |
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S corporation elections |
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| Get the Service You Deserve |
You deserve timely, personalized service. Our personnel operate as a team to give you the best service at the least possible cost. |
Open communication is vital to a good client professional relationship. We want you to feel comfortable asking questions and discussing your concerns at all times. You’ll find us good listeners responsive to your needs and capable of meeting them. |
Your affairs will be handled with strict confidentiality under the high standards of the accounting profession |
Fees are a function of the time and expertise required for your work. Our goal is to give you value beyond what you pay. We encourage you to discuss fees with us at any time. |
| Let’s Get Acquainted |
Planning can bring your financial dreams to reality. Our strength lies in our ability to provide you with year-round planning for your tax, financial, and business affairs. |
We can make a difference in your financial life; we hope you give us the opportunity to deliver on that promise. Call us for a no-cost, no-obligation meeting. Let’s get acquainted. |
