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Having your accounts in top shape all year long is a remarkable achievement that can help your business function smoothly and provide the groundwork for sound and promising business decisions.

F.A.Q.

Frequently Asked Questions

What accounting services do you offer?
  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
What bookkeeping services do you offer?
  • Reconcile your bank account
  • Generate an income statement
  • Generate a balance sheet
  • Clean up your general ledger
  • Provide unlimited consultations
What business tax services do you offer?
  • Tax return preparation
  • Income tax planning
  • State and local tax planning
  • Choice of entity selection
  • Merger, acquisition, and business succession planning
  • Deal structuring for favorable tax consequences
  • Tax controversy resolution
  • Tax-saving cost segregation studies
  • Export tax incentives
  • Foreign entity ownership structuring
What personal tax services do you offer?
  • Income tax planning and tax return preparation
  • Estate and gift tax planning
  • Comprehensive personal financial planning
  • Special projects e.g., education funding, loan comparison analysis, lease versus buy analysis

State and local tax services

  • Income/franchise tax return reviews
  • Restructuring designed to minimize state tax liability
  • Controversy resolution
  • Advising on state credits and incentives
  • Consulting on the impact of current legislation
  • Sales and use tax “reverse audits”
What medical accounting services do you offer?
  • Financial statement preparation.
  • Accounting and bookkeeping.
  • Payroll Services.
  • Medical Billing Services.
  • Quick-books accounting software set-up and support
  • Incorporation
  • Tax planning
  • Personal financial statements
  • Compilations and reviews.
  • Budgets and financial projections.
  • Business plan development.
  • IRS problem resolution.
  • Succession planning.
  • Medical practice valuations.
  • Retirement planning
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