Traditional Services

Tax Compliance
Our philosophy on tax compliance centers around planning. While the end result is tax preparation, if we plan properly we will know what the end result will be. Let our professionals configure a plan for you to maximize your tax savings

Estate Planning

The ever evolving Estate and Gift Taxation Regulations are complex. It seems that each year brings new proposals to end estate tax, but they are soundly defeated. Until such time that Estate Regulations disappear we are here to help you develop the right strategy to pass on your wealth to whom you or where you desire, whether children or grandchildren or a favorite charity. Our team will assist you with the right tax vehicle to make your wish come true.

Bookkeeping/Payroll

In order to help you maintain a proper cost benefit relationship to your bookkeeping or payroll needs we outsource bookkeeping and payroll services to CommonWealth Business Systems.

Accounting & Auditing

Our Accounting & Auditing team undergoes continuous training to maintain and advance their knowledge with business. Our value continues even after our audit is complete and financial statements are delivered. We understand business. We can help you initiate the decisions that are vital to your business survival. We work with businesses in many industries and our expertise is your resource. Talk with one of our professionals and feel the difference.

Internal Control

Every business needs it.

Every business wants it.

Can every business afford it?

Yes!

Internal Control is critical to the operation of your business, without it business runs inefficiently and creates more opportunity for fraud. We can evaluate your business internal controls. We will pinpoint areas of extreme concern and areas that need improvement. We can help you implement an effective action plan while maintaining a cost-benefit relationship.

Sarbanes-Oxley

New to most businesses the accounting world is legislation dubbed “SOX”, this legislation is designed to improve communication internally and with the public and decrease the opportunity for fraud existence. Required for publicly traded companies. It’s implementation is optional for closely held businesses and not-for-profits. Many procedures in SOX legislation can be beneficial to all businesses. We can help identify these areas that can help your business with the correct level implementation

If you are a business that is planning on going public, SOX is required. We can help you with the implementation of the requirements prior to your offering.

 

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