Every good entrepreneur has points in their
business life when they ask: should I do this task, or could I retain an
outside expert to do it better?When those questions are about taxation, financial planning, or
business analysis, we can help. Our CPA-based financial expertise
complements the skills of a business owner.
Taxation
is our Foundation
We
do what every businessperson has to have done - we prepare tax returns for
businesses, individuals, estates, trusts, pension plans, non-profit
corporations, sales, use, and property taxes for filing with the federal,
state, and city governments.
Because
of our heavy involvement with tax returns, we specialize in tax and
organization planning.We
also represent taxpayers before the Internal Revenue Service and various
state and city taxing authorities.
Filling
the Role of an In-House CPA
In
a related aspect of our business, we provide a significant value to our
clients by providing management accounting and advice. We do this by
fulfilling the role of an in-house CPA.
It
is our nature to dig into the details to find out what makes your business
run. We will understand how you operate your business and what makes it
tick. With that knowledge, we are able to prepare understandable financial
statements for use by management or third parties such as banks.
We
prepare budgets, cash flow and breakeven analyses to keep your business
focused on its short-term goals. We develop projections for business
planning, growth and financing to help owners achieve mid-term goals.We perform estate and other planning so that the sale of the
business or transfer to younger generations can take place in a tax
efficient manner.
And that through
thoughtfulretirement
planning, the ultimate long-term goal can be achieved …that is, to
provide sufficient funds to enjoy the pleasures of life in retirement.
Small
to Medium Entrepreneurial Companies
We
are currently retained by real estate owners, operators, developers,
construction contractors, manufacturers, wholesalers, retailers, insurance
agencies, bowling alleys proprietors,
doctors, and lawyers. We have also gained experience in many other
industries over the years.
The
common ground is – our clients are generally small to medium sized,
entrepreneurial companies that benefit from outside financial counsel.They find value in working with a small, experienced CPA firm that
directly and professionally addresses their business needs.
Truly successful business owners know when
to complement their own skills by hiring others who can take over certain
key roles. Take an honest look at your business and identify financial
tasks that can be delegated.Then,
give us a call. We will be passionate in addressing your taxation,
financial planning, and business analysis needs and achieving all of your
goals.
