For us, it all starts with being a good listener. By taking the time to get to know you as an individual and understanding your needs, your business, and the industry in which you compete, we are in a position to help you find solutions to your problems.
Delivering prompt "on time" service of the highest standards is our daily expectation. Our firm is dedicated to providing more than just historical financial information. Since our firms's inception in 1981, I have been committed to strengthening our relationships with our clients and facilitating their financial growth and prosperity.
With the goal of minimizing the tax liability of our clients, we provide a complete range of tax planning and preparation services. To meet this objective, we are consistently undergoing continuing professional education in the latest tax laws and planning techniques. We work with you to assess your specific needs and goals and develop strategies to help you effectively manage your tax obliation.
Financial statements are how we assess your company's historical performance. By asking the right questions and searching to find the numbers, we will help you track critical information and identify crucial areas that most affect the profitability of your business. We can show you how your financial information can be used as a tool to help you meet your goals rather than sitting on the shelf collecting dust. We recognize the unique nature of each client's industry and tailor your accounting services to address these requirements.
CONSULTING ADVISORY SERVICES:
There are many opportunities throughout the year that will require decisions affecting you and your business. We want to make sure you are prepared for the future. That is why we have developed services to provide your business with strategies that will keep your company moving in the right direction and lifetime financial planning support that will make sure you are prepared for every phase of your life. Our consulting advisory services include:
*Start Up Business Planning-Business Plan Preparation *Financing Option Analysis
*Cash Flow Planning
*Lease vs Purchase of your business assets
*Buy-Sell Agreement Planning
*Buying, Selling, Merging of your business
*Strategic Planning for Business Expansion
*Risk Management Planning
*Retirement Planning Strategies-Business & Personal
*Personal Financial Planning
*Estate, Gift& Family Succesion Planning