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| Premier Services |
In today's world, people do not have time to pay bills,
make deposits, or manage their finances. We can do those 'chores' for you.
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| Tax Planning |
Tax time doesn’t have to include nasty
surprises. During the year we monitor the income level of our clients, and
make recommendations for adjustments to withholdings or estimated tax
payments.
The strategies we recommend are as individual as the clients
themselves. Some people prefer to avoid a big tax bill at the end of the
year. Others want to ensure that Uncle Sam doesn’t use have their money
one day earlier than is required by law.
Whatever your preference, we can suggest a strategy to accomplish your
goals. |
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Individual & Corporate
Returns |
Every year there are changes to the tax code
and regulations that may affect your tax returns. We make it our business
to stay informed about those changes in order to assist our clients in
paying only those taxes which they are required to pay. We are experienced
in preparing individual, S Corporation, C Corporation, Partnership, Non
Profit, and Trust returns.
We would welcome the opportunity to assist you with your income tax
returns. |
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Payroll & Payroll
Taxes |
We are equipped to prepare the payroll checks
for you and your employees as well as all of the quarterly and annual
reports required in the payroll process. This includes federal 940 and 941
forms, state unemployment forms, state withholding tax forms, W-2s, W-3s,
1099s, and monthly deposit coupons.
We provide step by step instructions for our clients outlining the
method and place of filing the forms after we have completed them.
Our goal is to take the mystery out of the reporting
requirements. |
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General
Accounting/ Bookkeeping Service |
We tailor our accounting and bookkeeping
services to your needs. If you prefer to have constant access to your
accounting system, we will come to your place of business and perform the
bookkeeping and accounting functions on site. If you prefer a more
economical route, we will perform the bookkeeping functions in our office.
We will provide as much or as little service as you need.
Some of the services we provide are; preparing checks for payroll,
preparing checks for bill payments, preparing deposit slips, reconciling
the bank statement, preparing invoices to send to customers, and compiling
financial statements (balance sheets and income statements) and other
management reports.
Some clients find it helpful to have us perform many of these tasks
while we also teach their personnel how to perform them. Then as their
personnel feel comfortable taking over the tasks, we reduce our service
level to an as needed basis. In this situation we feel we have been
successful when we have worked ourselves out of a job.
We want to serve only as long as we can add value to your
business. |
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Auditing & Financial
Statements |
Banks and other lending institutions often
require their customers to submit audited, reviewed or compiled financial
statements. An audit is when the CPA expresses an opinion on whether the
financial statements are prepared in accordance with generally accepted
accounting principles. This is the most time consuming and therefore
generally the most expensive level of service.
A review is when the CPA performs some analytical procedures, but not
enough to express an opinion on the financial statements. Generally the
CPA can include in this report that she does not know of anything in the
financial statements that is not in accordance with generally accepted
accounting principles.
A compilation is when the CPA takes information from management and
puts it in the form of financial statements. The CPA does not perform any
analytical procedures on the financial statements and expresses absolutely
no opinion or any other form of assurance on them. This, of course, is the
least expensive level of financial statement service.
Our president brings over a decade of auditing and accounting
experience to our firm. She has experience in performing financial audits
reviews and compilations for a wide variety of clients, including; small
businesses, banks, non-profit organizations, pension plans, governmental
agencies and others. |
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| Consulting |
We believe our most valuable service to you is
our consulting service. We often operate as a sounding board for our
clients when they are making those decisions that affect the direction and
future of their businesses.
We may perform break even analyses, cash flow projections or other
analyses to assist the owner in making such decisions as whether to enter
a new business line, add additional employees or even to sell the
business.
We also assist those who seek to start a new business by
preparing the appropriate forms for the IRS and State Department of
Revenue. We help in determining what type of entity will be beneficial for
your company.
Of course, we can also help determine the appropriate accounting
software for your needs.
We want to be more than a historian counting beans and telling you
where you’ve been. We can help you determine where your business is going.
That’s why we’re here. |
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Eldercare Services |
We are pleased to announce that we have
expanded our practice and are now offering eldercare services. Eldercare
services encompass a wide range of services that CPAs can provide in
relation to the care of an older adult. In most cases, CPAs perform the
services to provide assurance to adult children regarding care for their
elderly parents. Services that can be provided include coordinating
arrangements for the appropriate level of care (institutional care,
in-home sitters, etc.), paying the older adult's bills, supervising
household expenditures, and reporting periodically to the older adult's
family on the quality of care being provided by caregivers.
Our president has recently completed a training program in the field of
eldercare, and is in the process of establishing productive relationships
with other eldercare professionals (including a geriatric care manager who
can help establish and monitor a comprehensive care plan). Please feel
free to call on us if you have any questions or if you would like to
discuss our new eldercare practice. |