SERVICES Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner Large enough but still Neighborhood Friendly IRS and State/Local Representation Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS Business Succession Planning Retirement Planning It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations. Bankruptcies Bankruptcy is one of the most frightening words to hear when you are running a business. However, Our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution. Professional Athletes Professional Athletes have unique tax situations because they perform their services in many states. Calculating the income allocable to each state is a process that requires an understanding of the athlete's contract and the tax law. We advise several professional athletes on tax and other matters unique to their situations. Estate, Gift and Trust Tax Return Preparation Benefit Plan Services Our firm can help your firm weigh the complex benefits and costs posed by today's qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans. Payroll Services Business Valuations Computer Consulting Litigation Support We can provide a full range of assistance for you and your legal counsel. Accounting Services Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use. Financial Forecast and Projections Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies. Investment Review Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account. See our Wealth Advisor Page. Financial Statements Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business's full profit potential. Tax Services Expert Witness Services Our firm offers expert witness testimony in the areas of business valuation, accounting malpractice and other matters requiring forensic accounting expertise. Attest Services Our Firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines. Bookkeeping/Write-Up Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. Tax Preparation Accounting Software Selection Financial Planning Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. Asset Protection We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate. 401k Benefit Plan Audits The Department of Labor requires certain plans to be audited annually. We can help fulfill that requirement. Cash Flow & Budgeting Analysis Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable. Sales Tax Services Buying & Selling a Business Pension & Profit Sharing Plans Would you like help setting up a pension or profit sharing plan? Talk to us! Employment Benefit Plans We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. Compilation, Review, and Audit Services Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation. Tax Planning Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services. Consulting Services Estate Planning Mergers & Acquisitions Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations. Internet Commerce Our firm is well aware of the tax compliance and technological challenges you face when you are considering Internet Commerce ventures. We will be happy to help.