Accounting services to make your life easier and your business and financial position stronger.

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Manufacturers

Real Estate

Services for individuals

Individual Tax Preparation

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It’s also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns — so you don’t miss out on any tax credits and deductions that you are entitled to take.

Here’s what else we do for you:

Prepare accurate tax returns that are filed on time
Calculate estimated taxes for self-employed small business owners
Develop tax planning strategies that reflect individual financial goals
Electronic filing and direct deposit for a faster tax refund
File extensions and calculate estimated tax to avoid interest and penalties

Tax Planning

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

If Financial Success Is Your Goal, We Are Here to Help!

There is more to preparing your taxes than simply filling out forms at tax time. It’s also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
We help you set up a recordkeeping system that meets IRS requirements.
We work with you all year long–not just at tax time to develop tax planning strategies that lower your tax bill.
We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Tax Relief

Have you ever received a letter or notice from the IRS, ignored it, and now you owe penalties and fines on top of the taxes you already owe? You’re not alone.

Millions of taxpayers receive letters or notices from the IRS every year. Most of the time there’s nothing to worry about. But sometimes there is. Maybe you owe the IRS back taxes or failed to file a tax return because you owed the IRS money that you knew you didn’t have. Maybe you were recently divorced, and your tax situation seemed too complicated to figure out. Or, perhaps you were just too busy to bother filing.

Whatever the reason, if the IRS has caught up to you and is demanding payment, the next step is likely to be garnishing your wages, putting a lien on your home or a levy on your bank account. The worst thing you can do is keep ignoring the situation because it won’t be going away — ever — unless you take action.

We’ll Help You Find a Fair Solution to Your Tax Problem. We understand how the IRS works and what it takes to successfully mediate a solution on your behalf whether it’s filing a past due return, minimizing back tax debt and any penalties or fines, or submitting an offer in compromise.

Our friendly, knowledgeable tax professionals are experts at what they do and are here to help you resolve the following tax problems:

IRS Audit
Back Taxes
Delinquent Tax Returns
Failure to File a Tax Return
IRS Liens & Levies
Wage Garnishment

Get Tax Relief Now

If you owe the IRS money and are wondering what your options are, contact us today or click on any of the links below to learn more about our tax relief services and how we can help.

IRS Audit Representation
Rarely do our clients have to talk with the IRS. We handle it all for you so that you need not take time off of your job to handle the bureaucracy and paperwork of the IRS.

Non-Filed Tax Returns
If you do not file, you can be prosecuted and punished with potential jail time, one year for each year not filed. Why risk potentially losing your freedom for failing to file your tax returns?

Back Taxes Owed
It’s amazing how fast tax penalties and interest add up. Luckily, we offer several options when it comes to resolving unpaid taxes. Complete this form to get a Free Consultation with our tax specialist.

Payroll Tax Problems
The IRS views failing to pay payroll taxes as the cardinal sin of tax delinquency because a large portion of the payroll taxes you pay as an employer is your employees’ tax withholdings.

IRS Liens
Liens filed against you by the IRS also show up on your credit report and often prevent you from opening a checking account or borrowing against any assets, like your home.

IRS Levies
We are often able to get levies released and help you get out of a terrible situation.

IRS Wage Garnishment
The payment plan negotiated by us is always more favorable than any IRS wage garnishment. It allows you to receive your whole paycheck without fears of future wage garnishments.

IRS Seizures
An IRS seizure should not be taken lightly. The IRS will ultimately pursue seizure of your physical assets; your home, cars, boats, jewelry, motorcycles, insurance policies, and even your retirement funds.

IRS Payment Plan
If you don’t qualify for the IRS Offer In Compromise program, a Payment Plan may be the way to resolve your problem.

Bankruptcy
Your back taxes, interest, and penalties can be wiped out by filing bankruptcy. If you qualify, bankruptcy can be the best solution to resolve your crushing tax problems.

Innocent Spouse Relief
Innocent Spouse Relief was designed to alleviate unjust situations where one spouse was clearly the victim of fraud perpetrated by their spouse or ex-spouse.

Get Your IRS File
Most people would be surprised to learn how much the IRS knows about them. Obtaining a copy of your IRS file is critical in analyzing the options available to resolve your tax problems.

Personal Financial Planning

If Your Goal Is Financial Independence, We Will Help You Get There

Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for your children’s education, or passing accumulated wealth to future generations. Less clear is how to get there, and you may have questions such as:

How much risk should I take to reach those goals?
Will I have enough money to retire?
How can I save for my children’s education and save for retirement too?
Are there ways to minimize taxes on accumulated wealth?
Should I convert to a Roth IRA?
What impact does social security have on my tax situation?
These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that we have answers. As a premier financial services firm, we know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.

What we do for you:

Develop a comprehensive personal financial plan to achieve your goals
Periodically review your personal financial plan as your life situation changes
Integrate your financial plan with your tax planning (individual and business)
Evaluate estate, gift tax, and trust tax strategies to preserve wealth
Review investment strategies (are you paying too much in fees?)
Evaluate investment and retirement portfolio risk (more aggressive, less aggressive)
Help you understand Required Mandatory Distributions (RMDs) from IRAs
Analyze your current budget versus your retirement budget
Create a retirement income distribution plan that meets your goals

Retirement Planning

It’s Never Too Early To Start Planning For Retirement

The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road.

That’s no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it’s important to understand the tax implications of your retirement planning choices.

If you’ve already started saving for retirement, are you confident that you’re saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement plan for you?

If you haven’t started saving for retirement, we’ll help you figure out a plan that works for you and your family.

Retirement Planning Services:

When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience. Here’s what we do for you:

Evaluate your current financial situation, including assets and liabilities.
Create a budget that meets your retirement goals, including how much you need to contribute to your current retirement plan to meet those goals.
Review your Social Security account to determine the best time to begin taking your benefits.
Make sure that you understand how other sources of retirement income affect the retirement planning process.
Determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.

Isn’t It Time You Started Planning for a More Secure Financial Future?

Whether you’re already retired, close to it, or just getting started in your career, it’s never too early to start thinking about retirement planning.

Estate Planning

Estate Planning Is Not Just for the Wealthy…it’s for Everyone

Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children.

The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.

Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up — not you or your family.

We Are Here to Help You

If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.

Here’s what else we do for you:

Allocating assets to spouses, children, trusts, and charities
Periodic review of estate planning needs as your family situation and finances change
Gift tax strategies
Business succession planning
Trust administration
Tax planning and preparation including estate, gift, and fiduciary tax returns

Wealth Management

Creating Wealth Management Plans That Meet Your Needs at Every Stage of Life

If you have accumulated significant wealth over your lifetime, a wealth management plan is the best way to ensure your assets are invested in such a way as to achieve maximum income growth.

Chances are good that you probably have more wealth than you think. If you’re like most people, you probably participate in a retirement plan through work or self-employment. If you support a family, then you probably have life insurance as well as home and auto policies. You might have a stock portfolio that has been accumulating wealth or an IRA or two that you inherited but haven’t paid much attention to in years.

What is Wealth Management?
Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.

Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single wealth management plan that both simplifies and organizes. Wealth management also takes into consideration the “what if situations” that happen to all of us.

While our goal is to develop a wealth management plan that meets your objectives we are available to assist you in coordinating with your other trusted advisors such as estate planning attorney, CPA, home and auto insurance agent, life insurance agent, and business consultant(s) if you own a business. If you don’t already have trusted advisors that you work with, we can recommend one or more professionals for you.

As your wealth management advisor, we work with you to:

Create a wealth management plan based on your financial picture
Manage assets and investments to maximize growth
Evaluate tax strategies to minimize taxes on your portfolio
Manage risk and identify opportunities
Make recommendations based on your priorities and preferences

Services for Businesses

Tax Preparation for Businesses

We Specialize in Business Tax Preparation

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long–not just at tax time.

There’s no better time than now to discuss tax planning strategies that will help you build a foundation for future success.

Here is what we do for you:

State and federal income tax preparation and filing
Local and state sales tax compliance
State and federal payroll tax
Minimize tax liability through the use of proven tax planning strategies
Profit and loss statements
Mergers and Acquisitions
Entity selection and structure (S-Corp, C-Corp, LLC)

Make Sure You Never Miss a Deadline Again

The IRS, as well as state and local governments, imposes strict deadlines for business tax obligations. Missing these tax deadlines and failing to comply with payroll and sales taxes negatively impacts your bottom line and may result in fines for non-compliance.

As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

Tax Planning

Start Planning Your Financial Future Today

If Financial Success Is Your Goal, We Are Here to Help!

There is more to preparing your taxes than simply filling out forms at tax time. It’s also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
We help you set up a recordkeeping system that meets IRS requirements.
We work with you all year long–not just at tax time to develop tax planning strategies that lower your tax bill.
We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Small Business Accounting

We Help You Take Control of Your Finances so You Can Focus on Your Business

We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning.

That’s why we’re here.

Leave the Accounting to Us.
When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

What we do for you:

Generate reports and analyze financial data
Evaluate cash flow and improve profitability
Prepare budgets
Strategic tax planning and financial forecasting
Accounting systems set-up, Chart of Accounts and
General Ledger
Internal controls for fraud prevention
Quarterly, monthly, and annual financial statements
Use and sales tax processing
Profit statements and balance sheets
Custom financial reports
Business tax returns
Outsourced CFO services

Bookkeeping Services

When You Leave the Bookkeeping to Us, You Can Focus on Growing Your Business

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state of the art technology and payroll software.

If you’re just starting a business, we’ll set up reporting and recordkeeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while, but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.

But the best reason to use our bookkeeping services? You’ll have more time to focus on running your business and generating more profits.

Bookkeeping Services for Small Businesses

Accounts payable (entry, bill paying)
Accounts receivable (entry, invoicing, deposits, collection)
Bank Reconciliations
Inventory management
Bookkeeping clean up
General ledger
Tax forms (1099s, 1096)
Payroll processing
Outsourced bookkeeping

Payroll

Cost-Effective Payroll Services for Your Business

On average, small business owners spend eight hours per month on payroll-related tasks. While it may not seem like a lot of time, it does add up–and it takes time away from running your business.

If you own a small to medium-sized business with more than a few employees, you already know that payroll is complicated. It seems like every year a new piece of federal, state, or local legislation related to payroll is passed that you need to comply with.

If you’re just starting out, you may only have a few employees to worry about. You might be able to handle payroll on your own, but wouldn’t your time be better spent on developing new products or services for your business?

Outsourcing Your Payroll Is More Affordable Than You Think.

When you outsource your payroll responsibilities to us you get a dedicated payroll specialist who works with you throughout the entire payroll process. There’s no need for you to hire an in-house specialist or maintain a payroll system. We also stay on top of legislation affecting payroll compliance, so you don’t need to.

Here’s what we do for you:

Direct Deposit and Electronic Fund Transfer (EFT)
Payroll checks printing
Payroll tax compliance, e-filing, tax payments
Payroll reporting by employee or department
W-2, W-3, and 1099 processing
User-friendly, and easy to understand monthly, quarterly, and annual payroll tax reports
Payment of third-party withholdings such as insurance

Audits - Reviews - Compilations

Proven Expertise in Audits, Compilations, and Reviews

As a business owner, you may be accountable to creditors, private investors, and shareholders, all of whom are interested in ensuring that the company’s financial statements accurately represent the true financial position of the company.

There are three types of CPA certified financial statements:

Compilations. The first level of service is the compilation. There is no verification that the numbers presented in the statements are accurate and the financial statements produced are for management and third-party use.

Reviews. More involved than a compilation, but not as comprehensive as an audit, reviews provide “limited assurance.” Key personnel are interviewed about the company’s accounting policies and procedures, industry, operations, and financial statements. A review report is issued as well.

Audits. Audit services are the highest level of service provided. We work closely with key personnel to gain knowledge of internal control systems (“checks and balances”). Verification and substantiation procedures are performed in accordance with Generally Accepted Auditing Standards (GAAS).

Audit, Review, or Compilation?

You may be wondering which one is best for your business. The answer depends on the level of assurance or financial accuracy that you want. For instance, you may decide a compilation is all you need this year, but in subsequent years, you may decide that a review – or even an audit – provides better information about your financials and enables you to make better decisions about the future growth of your company.

Quickbooks Services

Gain Valuable Financial Insights

If you’ve been thinking about making the switch to a paperless accounting system, QuickBooks is easy to use and is an affordable solution that allows you to manage your business more efficiently.

With both desktop and online (“in the cloud”) versions, it’s easy to view transaction records and prepare custom reports that help you manage cash flow, monitor income and expenses, and make sound business decisions.

More Freedom to Focus on Your Business
When you use accounting software like QuickBooks, you’ll have more time to focus on what you do best, which is run your business. Instead of searching through your filing cabinet or that stack of manila file folders piled high in the corner of your desk, you can quickly find the information you need using the search function and entering keywords. You can even search from your mobile, laptop, or your tax preparer’s office if you’re using cloud-based accounting software.

We understand that the decision to switch to a new accounting system can be a difficult one. But once you’ve made the decision, we’re here for you every step of the way.

What we do for you:

Set up and customization – After we set up your QuickBooks software, we help you customize it specifically for your business – including integrating third-party invoicing or bill pay software.
Employee Training – Provide personalized training for you and your employees at your location or ours.
QuickBooks Review – Review, sort and process monthly or quarterly transactions, reconcile the general ledger and all accounts and prepare required reports.
Periodic Tune-ups – We are available to perform periodic reviews of your QuickBooks system reviewing transactions and cleaning up and organizing your bookkeeping system.

Forensic Accounting

You’ve Got Questions – We Have Answers

If you’re considering our forensic accounting services, there’s probably a reason. You could be a victim of fraud, and we can help you find out if your suspicions are true. Consider the following:

Do you feel like your business is making plenty of money, but you can barely pay your bills?

Have you ever had a nagging suspicion that a trusted member of your team has committed fraud, but you can’t prove it?

Is your soon-to-be ex-spouse claiming there are no matrimonial assets, but you know there are?

Do you suspect some of your employees are taking kickbacks?

Have you discovered missing inventory that can’t be accounted for?

A Fraud Investigation Team You Can Count On
Forensic accountants are more than just number crunchers. It takes a unique combination of skill, intuition, perseverance, diligence, and integrity to do what we do and to do it successfully. We’ll help you get to the bottom of complex financial matters no matter how long it takes.

Our forensic services include:

Quantifying losses due to fraud
Records examination and reconstruction
Analyzing bookkeeping and accounting systems
Investigation of financial reporting irregularities
Analyzing insurance claims
Searching for unreported income and assets
Investigating bribery and kickback schemes
Identifying weaknesses in your accounting processes
Developing procedures that enable you to detect — and deter — fraud better

Cash Flow Management

Many Businesses Fail Because of Poor Cash Flow Management – Don’t Be One of Them

Cash flow refers to the movement of money flowing into and out of a business. Positive cash flow is when you bring in more money than you spend. It is what every business owner strives for because it enables you to pay your liabilities and invest in your business.

Conversely, if you are spending more money than you are bringing in, it is called negative cash flow. While there will be times when every business experiences temporary periods of negative cash flow, too many months of negative cash flow can – and will – cause a business to fail.

Managing Cash Flow Is the Key to Operating Any Successful Business.

As tax and accounting professionals for small and medium-sized businesses, our expertise lies in helping business owners manage their cash flow better with the goal of increased profitability.

Here’s what we do for you:

Develop short and long-term cash projections
Analyze prior years cash flow statements to help you understand where the money goes
Prepare monthly, quarterly, and annual cash flow statements
Provide you with tools to accelerate the collection process
Develop updated billing and payment policies
Assist with obtaining a line of credit
Help you get the maximum rate of return on surplus cash

Bank Financing

If You Need Bank Financing, It Pays to Be Prepared.

The US Department of the Treasury has invested more than $3.9 billion in community banks across 47 states and the District of Columbia as part of the Small Business Lending Fund. Despite the availability of these funds, however, many small business owners have discovered the hard way that securing bank financing is not an easy task. If you’ve tried – and been unsuccessful at – obtaining bank financing for your small business without the help of a trusted advisor like us, you may be wondering where you went wrong.

Banks are not in the business of handing out money to everyone who asks. When you apply for a loan, they are evaluating your ability to pay back that loan by examining a number of factors. Whether you need money for startup costs or expanding your business, understanding what a bank wants and how to prepare for it can mean the difference between securing the financing you need or having to scrape together cash from other sources.

How We Help You Secure Bank Financing:

The first step we take is to make sure we understand your business and what you are trying to achieve. Next, we take a look at financial performance and projections and identify potential sources for financing. The final step is to work with you to prepare a successful business loan proposal that includes the following services:

Executive summary
Pro forma cash budgets
Business financial statements
Owner’s personal financial statements
Lender introductions
Representation

Business Valuation

Business Valuation Services: What’s Your Business Worth?

Many business owners have no idea what their business is worth; some may underestimate whereas others overestimate – sometimes significantly. Obtaining a third-party business valuation allows business owners to set a price that is realistic, yet still, achieves maximum value.

There are many reasons a business owner might want to obtain a business valuation:

Selling a business
Obtaining seed money from investors
Annual or quarterly reports to investors
Divorce proceedings
Estate, gift and trust planning
Shareholder disputes
Litigation support for bankruptcy, fraud, and business disputes
Mergers and acquisitions

Our Team of Business Valuation Analysts Is Here to Help.

Highly trained and experienced, when we conduct a business evaluation here’s what you can expect:

Use of recognized and generally accepted methodologies to determine the value of your business assets- both tangible and intangible.
A detailed report that discusses methodologies, analyses, and conclusions for your specific needs.
An assessment of your business financials including financial history and future predictions.
A thorough examination of operational, management and marketing issues.
An evaluation of every possible factor – internal and external – that could affect the valuation analysis.

Business Advisory Services

Business Planning Is the Foundation of Future Success

In today’s fast-paced, competitive world, many businesses face unprecedented challenges.

Maybe yours does too. If you agree, then chances are you’re spending more and more time on human resource issues, payroll tax compliance, and sales and use tax than you are on revenue-generating opportunities and planning for future growth.

If You Feel Like You’re Spinning Your Wheels, We Can Help.

With years of proven expertise in business planning, we make sure that business owners like you have the information – and insights – they need to remain competitive and ensure financial stability for you and your loved ones for years to come.

We combine industry experience with time-tested solutions to develop a framework upon which to build your company’s success. Even better, when you leave the business planning to us, you can get back to doing what you enjoy and do best–running your business.

Our business planning and advisory services include:

Planning for strategic growth
Performance metrics
Review and evaluation of internal controls
SAS 112 compliance
Business valuations and due diligence
Budget and cash flow analysis and management
Business entity selection and restructuring
Financial projections and forecasts
Assistance with debt and financing
Business expansion and acquisition analysis
Evaluation and implementation of accounting software

Financial Planning for Businesses

We’re Experts at Financial Planning & Analysis

The goal of business financial planning at any company is to advise company decision-makers on how to achieve revenue and growth goals through strategic planning. We do this by analyzing, synthesizing and translating data and using this information to help CEO, CFO, COO, and other C-suite management make better decisions about your company’s future.

If you’ve been in business for a while, you could be coasting along, stuck in the routine of payroll, taxes, and worrying about cash flow. Sure, you’re probably earning a good living, but maybe you’ve been wondering if there’s any way you could become even more profitable–without making too many changes to your business practices.

The good news is that you can, and we are here to help you do just that.

An Accounting Firm That Understands Your Business.

If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team it allows you to take your business to another level.

Here’s what we do for you:

Financial reporting and analysis
Identify company-wide trends and variations in your business financials
Use historical performance data to forecast future performance
Profitability analysis
Develop and maintain strategic plans in support of growth
Business modeling
Budgeting and financial forecasting
Sales, marketing and economic analysis
Company performance management (developing key performance metrics and benchmarking)

Succession Planning

Providing Strategies for Transferring Business Ownership to the Next Generation – or New Leadership

Developing and implementing a well-designed succession plan is essential to the survival of any family business. Yet, while eighty-five percent of family-owned firms have identified a family member as a successor, just one in eight has a succession plan in place.

Are you one of them?

If you already have a succession plan in place, then you’re already on your way to a secure financial future, but if you don’t, we are here to help.

Succession Planning: The Cornerstone of Your Financial Future.

As trusted advisors, we assist business owners in securing financial independence by structuring their business in a way that promotes long-term success and stability. We work with business owners and their families to develop plans for transferring business ownership to the next generation or to new leadership.

If you decide to sell, we work with you to identify the financial strengths and weaknesses of your business and develop a plan to maximize its value in preparation for sale. If you decide to keep the business in the family, we work with you to prepare your successor to take over the business or identify one if you haven’t already done so.

Succession planning services include:

Assist with the internal transfer to a family member
Identify a potential buyer(s)
Business valuations in preparation for sale
Buy and sell agreements
Estate and trust tax planning
Gift tax planning
Retirement planning and tax projections
Business restructuring

New Business Formation

Helping You Build the Foundation for a Successful Business

The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. As an entrepreneur, you’re probably a “big picture” person with a vision. You’d rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that we’re here to help you figure it out.

What We Do for You:

Determine which business entity best meets your goals and minimizes tax liability
Partnership agreements
Prepare a cash flow budget
Create a business plan to help you secure financing (if needed)
Set up an accounting system using software that works for you
Create billing systems and implement policies and procedures for collections
Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN (Employer Identification Number)
Prepare annual tax returns and quarterly estimated taxes as needed
Assist you in filing paperwork for state and local licenses and permits as required
Assess your business insurance needs

Non-Profit Organizations

Specializing in Nonprofit Accounting Services and Tax Compliance

As a nonprofit organization, you face unique challenges that for-profit businesses don’t, such as the annual submission of Form 990, compliance with (OMB) Circular A-133 requirements or paying taxes on unrelated business income. That’s why it pays to have a dedicated team of tax and accounting professionals that specializes in nonprofit accounting and tax compliance on your side.

Make Us Your Go-to for Outsourced Nonprofit Accounting Services.

Using state-of-the-art technology designed for nonprofits, as well as effective communication and proactive tax planning techniques, we make sure that every financial decision you undertake complies with your organization’s bylaws, maximizes your existing funding sources, and reduces costs. Whether you’re an established nonprofit organization, association, foundation, charity, or other service organization or are just getting started turning your idea into reality, we can help.

Here’s what else we do for you:

Conduct annual audits
Prepare quarterly and annual financial statements
Prepare reviewed or compiled financial statements
Submit annual Forms 990 and 990-T
Prepare supporting documents (income, program and functional expenses, balance sheets, revenue support schedules)
Comply with state laws affecting nonprofits
Apply for tax-exempt status under (Section 501(c)(3) – including filing Form 1023

Litigation Support

Legal Disputes Can Be Complicated, Especially When They Involve Financial Issues

Many legal disputes involve financial matters and they often require analyzing complex financial, accounting, and tax information. Even if you’ve hired an attorney to represent you, you will still need litigation support regarding financial matters. If you’re not sure where to turn, we can help.

When you hire us, you get seasoned professionals with extensive litigation and courtroom experience. We work with your legal team to provide assistance with discovery and witness questioning, analysis of existing financial data, preparation of detailed financial reports and reviewing financial reports from the opposing party.

Specializing in matrimonial disputes including alimony and child support, as well as business valuations, property transfers, and pension valuations we have helped many clients and their legal counsel achieve favorable outcomes in court.

Our Litigation Support Services:

Forensic accounting
Fraud investigation
Economic damage calculations
Employment discrimination
Dispute resolutions (family law, estates, and trusts, business partnerships)
Business valuation
Business succession
Inventory valuation
Lost profit settlements
Insurance claims
Business entity structuring
Purchase or sale agreements
Shareholder disputes
Expert testimony
Report review and preparation

Keystone Advisor Group is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.