Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

• Tax Preparation & Planning
• Daily Money Manager
• Financial/Retirement Planning
• Business Consulting
• Financial Analysis
• Financial Statements
• Business Entity Selection
• Payroll Services
• Sales Tax Services

Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Daily Money Manager

What Is A Daily Money Manager (DMM)?

A Daily Money Manager provides personal business and social support assistance to clients who have difficulty in managing their personal monetary/financial affairs. The services meet a continuum of needs from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. Social support services include a variety of related assistance areas such as arranging for in-home care and medical appointments, and providing information regarding community resources.

Who Uses A Daily Money Manager

• People struggling with managing, budgeting and organizing their finances
• Senior Citizens dealing with physical changes due to the aging process that prevent them from managing their financial matters
• Adult Child of an aging parent who does not have the time to deal with their parents affairs
• People going through life transitions (divorce, death of a spouse)
• Individuals looking for advice and counsel on major decisions such as purchases of homes, medical insurance, cars, etc.
• Individuals on a tight budget that need to find new ways to save
• Busy professionals who have demands or other issues that prevent them from handling their personal financial tasks in a timely manner

Tasks That DMM’s Handle

• Bill Paying, including calls to payers regarding incorrect bills and preparation of checks for a client to sign
• Balancing checkbooks and maintaining organization of bank records
• Preparing and delivering bank deposits
• Maintaining detailed and accurate financial records for the client
• Organizing tax documents
• Negotiating with creditors
• Deciphering medical insurance papers and verifying proper processing of claims
• General organization assistance
• Providing referrals to home healthcare providers

Benefits of DMM Service

• Allows seniors to remain independent as long as possible
• Allows individuals to maintain their dignity and peace of mind by gaining control over their financial affairs

Financial/Retirement Planning

Financial/Retirement planning is critical in these uncertain times.

Whether you are developing a Financial or Retirement plan for yourself we can help you evaluate the available options. Our focus is to help you make the choice that is most appropriate for your own financial situation.

Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or redesigning your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Call today to schedule an appointment!