Services

Taxation

Tax counseling and preparation of tax returns are among our best known services. Tax planning to achieve the most advantageous tax position is an integral part of our services. Our services include the following:

• Individuals - Planning and preparation of all necessary federal tax returns, reports and estimates.
• Corporations and partnerships - Preparation of all federal and state tax returns; tax planning for business formation, acquisitions, mergers, sales of business assets, liquidation, etc.; and tax research on existing problems and anticipation of future tax problems in order to minimize tax liability.
• Exempt organization - Application for tax-exempt status, preparation of the informational tax returns required by the IRS and maintenance of tax-exempt status.

We also provide the following additional tax services for our clients:

• Representation before the IRS - Formal and informal conferences with the Internal Revenue Service to represent increasingly complex tax positions for our clients to resolve the issues, underlying facts and analysis of the applicable tax laws.
• Special studies and evaluations - Evaluation of future investments, tax effects on new projects, tax alternatives to reduce taxation rates, "second" opinions on tax matters, etc.
• Comprehensive tax analysis package - Complete evaluation of a client's tax position in terms of past, present and future analysis, including income, estate an gift tax liabilities and recommendations to minimize or defer present or future taxation. We prepare a confidential summary of the facts, estimates, conclusions and our recommendations and assist our clients in implementing these recommendations.

Accounting

As the basis of a company's financial structure, the accounting department can be one of the most important business functions. Should our clients require outside assistance from experienced professionals, we can provide the following services:

• Compilation and review reports for internal and external use.
• Preparation of quarterly or annual financial statements. These financial statements often form the basis for some of management's most important financial decision.
• Closing the books on a periodic or annual basis.
• Preparation of documents for various regulatory authorities.
• Serving as court-appointed accountant in legal actions.

Business Consulting

Our personnel maintain a vast array of consulting skills to assist our clients in dealing with complex management issues. Some of our services include the following:

• Working with our clients on acquisition and divestiture decisions. We are often able to provide management with information and reporting to assist in these decisions.
• Budgeting, including budgets for operating results, cash flow, capital expenditures and personnel.
• System design and implementation. Our personnel are experienced in assisting management with decisions on accounting organizations and systems, cost reduction programs and computer operations.
• Planning for the most advantageous business entity type (partnership, corporation, joint venture, sole proprietorship, etc.) We have worked with clients in many different industries in structuring entities to achieve the objectives of the owner or owners.
• Cash management.