SERVICES FOR DOCTORS, LAWYERS, & PROFESSIONALS
Preparation & Planning for Estimated Tax Payments
Preparation and Planning is provided to file estimated tax payments on time with proper managment and meeting all compliance matters.
Accounting & Bookkeeping
For each business, annual or quarterly accounts/financial statements are essential for tax planning, tax preparation, and advisory services from your accountant. Bookkeeping services are available to help compose necessary reports for business operations.
Quarterly Write-Up
Quarterly Write-Up services provide the essential accounting information to prepare for income and payroll tax returns, manage operations and maintain credit. These services are available to contribute significantly to the management of your business.
IRS Representation
Your accountant will represent for you on your behalf to the IRS to clarify and resolve any issues and also to set up the best arrangements for you.
Payroll
Payroll service is available to assist in setting up payroll and arranging all payroll related compliance matters for both IRS and the state.
Compilations
Compilations are used to provide a business with a presentation of information in the form of financial statements. These reports are created to represent management that complies to rules and procedures outlined under GAAP (Generally Accepted Accounting Principles).
Business Start-Up
Our accountant will help guide you to avoid any pitfalls that many new small businesses make when starting a new business. Preparations on methodical business planning to clarify management, marketing, and financial planning will be provided to develop a successful start for your business.
Sales & Use Tax Filing
Sales & Use Tax Filing services are available to assist in managing and representing your business for all tax issues and filing. Your accountant will communicate with you to prepare the required tax forms in order to meet filing obligations on time.
Projected & Forecasted Financial Statements
Financial Projections and Forecasting are to assist in navigating your business toward the future using a variety of possible scenarios. Comprehensive projections accentuate and create solutions for critical questions in managing the growth of your business and also sets out a clear vision of your business’ goals.
Forming Entities: C Corps, S Corps, LLC's, Partnerships, Non-Profit Organizations, Trusts & Estates
Advice from your accountant will be available to help make important decisions in establishing the correct business structure in the United States. The establishment of your business will have great impact on taxes and operating flexibility. Your accountant will work with you to determine the vital decisions according to your specific circumstances.
Trust & Estate Planning
An evaluation on trust, estate assets, and tax implications will help in providing guidance to maximize retention of the assets. A wide range of financial instruments are available to assist in making decisions to suitably execute the trust’s investment policy. In conformity with tax laws, your accountant will give guidance in determining whether law changes will necessitate changes to your trust.
Financial Planning
Financial Planning service is available to address your whole financial architecture. A comprehensive plan will assist to develop and maintain wealth and execute your financial goals. Current tax laws and other financial disciplines are applied to establish your unique plan. Monitoring your progress and making revisions over time will make certain in you staying on course.
Quickbooks & Xero Consulting
Quickbooks and Xero are ideal business accounting software used commonly by small to midsized companies. Consultation service is available for setup, training, questions/answers, and tuneup to help properly operate specifically for a business.
Year Round, Proactive Tax Planning
In conjunction with new tax laws and whether it be making new techniques to defer income or decisions on making a subchapter S election, preparations and planning will be done continuously throughout the year.
Retirement Plans
Retirement planning is to provide guidance in determining resources and any other objectives in meeting retirement goals. Your accountant will work with you to design a best plan and an asset allocation model to meet the objectives.
Invoice & Bill Payment Services
Management Service for Accounts Receivables & Accounts Payables is available to help properly organize and monitor the cash flow of your business.
Personal & Group Insurance
Your accountant will work with you to have a comprehensive plan to protect against liability of risks and objectives in areas of your personal life or business, health, disability and even long-term care insurance as needed. A wide range of suitable insurance policies are available for each individual or business.
