Taxes

• Tax Planning
  There’s no better time than now to discuss tax planning strategies that will help you build a foundation for future success.
• Estate Taxes
• IRS Representation
• Tax Services
  Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever. If you’ve tried tax preparation software and found it confusing, you’re not alone. As the tax code becomes more complex, so does tax preparation software -- and you might not be getting all of the tax breaks you’re entitled to.
• Roth IRA
• Income Tax
  Preparing income tax returns for trusts and estates can be complicated and if you haven’t developed an estate plan it’s not too late.
• Capital Gains Taxes
  Because the IRS defines virtual currency as a digital representation of value, it is treated as property for tax purposes. Therefore, whether you experience a gain or loss, it must be reported on Schedule D of IRS Form 1040. Long-term gains (assets held more than 12 months) are subject to capital gains tax rates, whereas short-term gains of less than 12 months are taxed as ordinary income.
• Tax Return Preparation
  Protecting your assets is critical to ensure financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.

Investment

• Investment Management
  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.
• Wealth Management
  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.

Accounting

• Accounting Services
  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.
• Payroll Services
  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.
• Cash Flow Analysis
  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.
• Bookkeeping Services
  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.

Planning

• Financial Planning
  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.
• Retirement Planning
  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.
• Long Term Care
  With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.