Service Tailored to Your Needs
Tax Planning and Preparation
We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.
We have the ability to file individual income tax returns to both federal and state governments. We also have the ability to print and file electronically 1099s and W-2s for you at year end.
Financial and Estate Planning
Increasing your net worth is an easier task with the help of a financial services representative or professional. We offer financial services or products and an estate planning program, including an analysis of your net worth, investment strategy, family gifting, trusts, retirement services, and family business transfers.
Recordkeeping and Reports
If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs.
We can provide or assist you in preparing payroll reports, journals, and general ledgers. We can assist reporting requirements so that the red tape in your life is minimized.
We are a member of Peachtree Partners Accountcare. We support and install all of the Peachtree products. We are a member of the Quickbooks Professional Advisors Program working with both Quicken and Quickbooks.
Business Problem Solving
If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.
If you need financial statements, we can prepare compilation, review or audited statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.
You’ll benefit from our experience in other areas, too.
- Computer selection and use
- Business sales and acquisitions
- Lease-buy decisions
- Business expansion
- Real estate sales and acquisitions
- Projections, budgets, goals
- Retirement services
- Inventory control systems
- Equipment purchase and sales
- Office Systems and controls
- Insurance review
- Pension and profit sharing plans
- Accounting personnel training
- Divorce tax planning
- Deferred compensation plans
- S corporation elections