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We provide a broad range of services to help our clients secure a sound financial future. In addition to the core services listed below, we provide many other customized services to address the specific needs of our business and individual clients. Click on any service for more information.
Tax Services
Tax Planning Services
We provide creative, yet sound, income tax planning strategies to minimize your federal and state income taxes. Our clients benefit from expert tax advice in: year-end planning to help minimize your tax liability; effective and timely structuring of your personal and business transactions; executive compensation planning; money-saving self-employment and payroll strategies; successful retirement and estate planning. Our tax planning services can assist you in evaluating the potential tax effects of proposed transactions such as a sale versus a tax-deferred exchange of real estate.
Tax Preparation Services
We provide accurate, on-time, year-end tax returns utilizing pro-active tax strategies. We prepare tax returns for:
- individuals
- corporations
- S corporations
- limited liability companies
- partnerships
- non-profit organizations
- trusts
- estate
Other tax services we provide for businesses include:
- income tax audit representation before the Internal Revenue Service and Franchise Tax Board
- payroll tax returns
- sales tax returs
- 1099s
- local business property tax statements
Construction and Real Estate
We understand the specialized accounting and income tax needs of the construction and real estate industries and provide:
- Accounting services for contractors and property owners
- Reviewed, compiled, and audited financial statements prepared to satisfy lender and surety requirements
- Income tax planning and tax return preparation
- Tax planning for Section 1031 exchanges
- Business valuations and business consulting services
Our membership in the Construction Financial Management Association helps us support construction financial management professionals and keep current on industry trends.
Divorce Income Tax and Business Valuation Services
We can assist with income tax, accounting, or business valuation issues connected with your divorce by advising on such matters as:
- The deductibility of legal fees related to the divorce
- What income tax filing status is appropriate: single, married filing separate, head of household, or joint
- What is the value of a business owned by one or both of the spouses and related Perriera/Van Camp issues
- How are income, deductions and tax payments to be reported by the separated parties
- Whether spousal support will be deductible by the payor and taxable to the receipient
- Whether there be will be any alimony recapture for income tax purposes
- The varying income tax consequences of the assets available for distribution in a proposed settlement
- How the parties should report the sale of the former residence and related tax consequences
- Financial and retirement planning issues related to revised lifestyles after divorce
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Income Tax Audit Representation
In the event your income tax return is selected for audit, we are available to offer you experienced representation before the Internal Revenue Service and Franchise Tax Board. We have been very successful in defending before the IRS and Franchise Tax Board the positions that have been taken on our clients' income tax returns.
If you are considering forming a business, we can assist you in determining the most appropriate business entity from a tax and business perspective, whether that be a corporation, S corporation, partnership, limited liability company, or other entity. We work with your attorney, or can refer you to one, so that the proper forms are prepared and filed to legally establish and register your business.
Business Accounting Services
We offer the full range of other accounting services to help keep your business running smoothly and keep you accurately informed of its financial status. We realize that most small businesses cannot afford a full-time accountant but still need the expertise at times. We are there when you need us!
We regularly prepare compiled, reviewed, and audited financial statements for our clients when they are required by management, lenders, or regulators. Financial statements can be prepared on a monthly, quarterly, or annual basis, depending on your needs. Our firm has successfully undergone several peer reviews in accordance with professional standards which indicates that the quality of our work meets or exceeds the standards of our profession.
We can help you set up a QuickBooks accounting systems and we provide on-going consulting assistance in using the program.
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Business Advisory Services
Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including:
- cash flow management
- budgeting, including determining the additional capital that will be required to expand your business operations in the event an opportunity presents itself
- compensation and benefit plans
- accounting and financial reporting systems
- succession planning for family-owned businesses
- mergers and acquisitions
- lease versus buy decisions
- determining key performance indicators and how to measure them cash flow management
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Internal Controls Review
We can help you protect your assets from internal fraud by analyzing and improving your existing internal control systems. We are available to identify areas of vulnerability and recommend practical long-term solutions to reduce your risk.
We maintain on-going relationships with local bank commercial loan officers and can provide you with valuable assistance in establishing, maintaining or expanding current banking relationships. We can also assist you in organizing and preparing your loan request proposals.
Business Valuations
Our business valuation services are provided by a firm member who holds the Certified Valuation Analyst (CVA) designation awarded by the National Association of Certified Valuation Analysts and the Accredited in Business Valuation (ABV) designation awarded by the American Institute of Certified Public Accountants. Some of the common applications of our business valuation services include:
- assisting owners of businesses, or potential buyers of businesses, in determining the value of the business in connection with its sale or purchase
- valuing a business in connection with a divorce proceeding
- determining the value of an interest in a business in connection with a dispute among shareholders
- calculating the value of a business for purposes of admitting an additional owner
- developing or implementing the methodology to value a business that will be included in a buy-sell agreement among co-owners of a business
- valuing a business or partial interest in it for purposes of estate taxes or gifts to other family members
- providing expert testimony
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