| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. We can electronically file tax payments and prepare all necessary payroll tax returns in a timely manner. |
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| Bookkeeping/Write-Up |
| Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping, invoicing, bill-paying and bank reconciliation. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is our commitment. We produce meaningful, well-organized financial records. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (including Sales & Use/Business Property)
*Personal financial statements
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| Compilations |
| We view our role in the financial reporting process as an opportunity to provide our clients with accurate, concise statements of their business financial position. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only. |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that may minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Estate & Trust Tax Preparation |
| We have mastered the complexities of estate and trust tax preparation and can provide planning options which may minimize estate and trust taxes. |
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| Incorporation Documents |
| We can provide the necessary documents to incorporate your business. We provide Articles of Incorporation, By-Laws, First Meeting Minutes, Stock Certificates and Tax ID Numbers. This service is a document preparation service only and does not include legal advice. |
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| Trustee Services |
| Karen M. Whaley, CPA, CPE serves as a Trustee for numerous trusts and custodial situations. Her honesty, integrity and education in the Estate and Trust field make her an excellent fiduciary. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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