Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a complex business entity, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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, limited liability companies, partnerships, trusts, estates, and not-for-profit organizations.

The construction industry has unique and complex accounting needs. Our firm has extensive experience in providing accounting and tax services to construction businesses. Our knowledge allows us to assist you in properly costing your jobs and providing the proper financial information to banks and bonding firms.

We provide the full range of financial reporting processes for companies. Creditors, investors, and analysts rely on the independent CPA to attest to the accuracy of financial statements. We provide financial reporting on all three levels of assurance:

*Audit- an intensive examination involving internal and external procedures to provide the highest level of assurance. Lenders often require this level of assurance if the amount of debt is significant. Some regulatory agencies will require an audit per government statute.

*Review - This less intensive examination includes some analytical procedures to provide a limited level of assurance. Lenders will require a review due to extensions of credit. Shareholders often require reviews to provide some assurance of the accuracy of the financial statements.

*Compilation - The process is strictly based upon client information provided and is primarily for internal use of individuals very knowledgeable of the operations of the business.

Churches and businesses face similar issues and concerns. However there are material differences for churches which require different approaches and solutions. Our firm is experienced in the unique financial and tax problems facing churches and their clergy.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently and can provide meaningful information to assist you in the running of your business or organization.

We can provide several levels of services to fit your needs. At the top level, we can assume the complete bookkeeping function and we will maintain your records for you. We can provide you online access or meaningful reports. The second level involves periodically assessing your records and suggesting adjustments.

We can also train you and your staff to develop your own financial records. We are knowledgeable in the two most popular accounting software packages: QuickBooks and Peachtree.

Not for profit organizations have different tax and financial reporting needs. We can provide the full range of financial reporting assurances such as audits and reviews.

Effective financial controls are critical to the functioning of the organization. Poor financial controls can negatively impact the organizations internally and externally by discouraging donations or even threatening your tax-exempt status. Our firm can assist you in the design and review of your organization's financial controls.

We can assist you with your payroll function. If you process your own payroll, we can prepare your state and federal payroll tax returns as they become due and assist in your calculation of tax deficits due.

Through our special relationship with ADP (Automated Data Processing) you can outsource your entire payroll function with us acting as the liaison to ensure your payroll is efficiently and accurately processed each time and that all taxes are timely paid.

As your business grows the need for financial management grows. Our firm can provide this level of financial management on a contracted, part-time basis, enabling you to continue to grow without incurring the significant cost of full time financial managers. Our partners have experience in these roles and can provide the necessary expertise.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and other beneficiaries, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

We take a proactive role in guiding you towards success. We can help your business identify areas impairing your profitability and growth and suggest solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

A business needs a plan to achieve goals, and two of the most critical are financial and cash budget plans. Cash flow issues can cause even a profitable business to run into trouble. We can develop forecasting models and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.