Back to top

Management Advisory

Our professional management advisory services include:

Tax and Retirement Planning

Retirement planning flows naturally from the wellspring of tax services. CPAs are able to deal with the one certainty of the U.S. tax system: constant change. The volatility of state and federal income tax rates, capital gains tax rates, and allowable credits and deductions has grown in recent years, and rapid change remains likely.

Our aim is to help you reach your financial goals and maintain financial independence. We have the experience to guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning.

Tax Projections and Forecasts

Forecasting and projections are imperative to your success, allowing you to gain an understanding of your business and estimate the potential outcomes of important decisions. We combine expertise and experience with an acquired understanding of your business and personal situation to help you produce valuable projections that can assist you in making those key decisions.

Bookkeeping and Payroll Services

As a small business owner, hiring an expert bookkeeper allows you more time to focus on key areas of your business like operational improvements, marketing, and planning for growth. A bookkeeper can keep your financials in order and provide reports that help you make the best decisions for managing a successful business. In addition, you'll be better prepared for year-end tax planning and reporting.

Our payroll services are offered for the small business with under 5 employees. We provide full service payroll compliance which includes payroll calculations, monthly or quarterly paychecks, deposits, and preparing and filing the required federal and state reports.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs. Whether you're buying, selling, or considering a potential merger, our competent staff can provide professional expertise to help you successfully structure the deal. Working with your attorney to achieve the best tax result, we employ careful analysis and due diligence to determine if an asking price is fair, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our invaluable tax advice, you can make the right business decisions for optimum success.

Employee Benefits, Pension and Profit Sharing Plans

Employee benefit plans have their own set of complex laws and regulations with increased enforcement by the Department of Labor in recent years. We understand the evolving financial, management and compliance issues facing clients today and are adept at keeping our clients current on the accounting and regulatory changes that can potentially impact their business plans and operations.

Business Succession Planning

For businesses, successful planning can maintain a smooth succession of ownership. Our services include working with your attorney and advisory team in developing and executing successful estate and succession plans for transferring your assets. We strive to ensure that your wishes will be followed and that your business will not be depleted by taxes during the transition.

Information Request for Services Listed Above