Compliance Services
Bookkeeping and Payroll
We can provide complete bookkeeping and payroll services, including bill paying. We also can provide QuickBooks training for those that like to handle their own bookkeeping. We assist with providing information to insurance companies for workers compensation audits.
Accounting
We prepare compiled and review level financial statements for our closely held clients. Where appropriate, we provide interim accounting services, working closely with client bookkeepers and or controllers. We also assist with preparation of personal financial statements, which primarily are required by local banks.
Taxation
Individual
We prepare individual income tax returns for the closely held business owners, along with middle to higher income individuals. Our goal is to minimize your taxes while complying with tax laws.
Corporate
A major focus of our practice is preparing tax returns for closely held C corporations and S corporations, and Limited Liability Companies.
Partnership
We prepare partnership tax returns for General Partnerships, Limited Liability Companies, and Limited Liability Partnerships for both operating companies and real estate rental companies.
Estate
We work closely with local attorneys and prepare federal and state estate tax returns. We also can assist with the preparation of probate forms.
Fiduciary
We prepare estate and trust income tax returns working closing with local attorneys.
Other
We assist with preparing local property tax forms, forms of list, and rental real estate forms for the cities and towns.
Value Added Services
After meeting your compliance needs at the most reasonable price, we pride ourselves on being able to provide management advisory services. We understand that small businesses face many issues on a daily basis that a controller normally handles. Since most small business owners can’t afford to hire a controller, they look to us to assist them with matters such as cash flow and tax planning, financing, profitability analysis, expansion, succession planning, just to mention a few. Individual clients look to us for tax, estate, and retirement planning. We strive to refer our clients to other financial professionals when appropriate to provide the best service, again at the most reasonable price.
Income Tax Planning
We are proactive and strive to meet or contact clients “before” the end of the year to discuss tax saving measures that are appropriate for each client. This avoids unpleasant surprises at tax preparation time. We use leading edge software to project your taxes in multiple scenarios.
Entity Structure
We work with a client's attorney and insurance professional to determine the best structure not only for income tax purposes, but also for legal protection, and workers compensation and liability insurance purposes.
Estate and Succession Planning
We work with a client’s attorney and insurance professional to develop a plan that meets our clients’ needs. We can help with structuring a purchase or sale of a company to family members, employees, or outside buyers and sellers.
Shareholder/Partner Agreements
We work with a client’s attorney and insurance professional to develop buy-sell agreements and partnership agreements that delicately balance the interests of both the buyer and seller.
Budgeting
We work with closely held businesses and individuals to develop business and personal budgets that achieve their goals with the least amount of hassle.
Business Valuation
We work with experts in the field to provide you with this service.
Financial Planning
We are the focal point for your investment and insurance professionals in putting together a plan that meets your goals. We work hard to refer you to the professional that not only can provide you with the service you need, but also has the personality and chemistry to work harmoniously with you and us.
Quickbooks Consulting
Matthew Barnes, CPA is a Certified Quickbooks Advisor, and Katherine Harris has extensive experience with Quickbooks software. We can assist clients with the selection and installation of the Quickbooks software, and provide ongoing support.
Retirement Plan Selection
We help you choose the type of plan that best fits your needs, involving Traditional and Roth IRA’s, SEP’s, SIMPLE’s, 401(k)’s, profit sharing plans, and defined benefit pension plans. We work with local experts in customizing and administering qualified plans.
