Pension & Profit Sharing Plans Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. Other Services
Read MoreAccounting Write-Up and Consultation Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Read MoreBusiness Entity Selection and Setup Choosing the form of entity for your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form
Read MoreTax Preparation Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. IRS Representation During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can
Read MoreEstate Planning Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. By taking into consideration gift taxes, estate taxes, generation-skipping taxes, and personal and business income taxes, we can prepare the optimum combination of
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