Services We Provide:
As a business owner, you know how important it is to have current, accurate financial information. We provide monthly, quarterly, and annual accounting and write-up services designed to help you manage your business. As Certified Quickbooks Pro-advisers we are able to provide professional assistance on any Quickbooks matter.
Tax Planning and Return Preparation Services
The things you look for in a tax advisor, honesty, integrity, knowledge of tax laws, looking out for your best interest, are the things that we take great pride in. By consistently keeping up with changes in the law, we are able to provide you with methods to limit your tax liability to the lowest amount possible, while keeping you legal. Our clients include individuals, estates and trusts, and businesses of any size, from the small one-person business to multi-state conglomerates. Our partners and staff will be your advocate.
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn’t it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs – from issuing the payroll checks to filing the necessary tax returns.
Whether for your own satisfaction or for third party requirements, sometimes you need an audit. When we conduct an audit, we examine your company’s financial statements using generally accepted auditing standards formulated by Certified Public Accounting professional standards. During the audit, we examine internal controls and complete substantial testing of the information underlying the financial statements. We then give our opinion as to whether the financial statements are presented fairly in conformity with generally accepted auditing standards, again in accordance with the CPA professional standards.
We can help you design a plan that is right for you and your business. Our services include plan document preparation and maintenance using our own Kraft, Miles & Tatum, LLC prototype documents, annual compliance services including Form 5500 preparation, and a full range of Third Party Administration services.
Business Valuation is the process of determining the economic value of a business or company. Business Valuation can be used to determine the fair value of a businss for a variety of reasons, including sale value, establishing partner ownership and divorce proceedings. Feel free to turn to our professional business valuators for an objective estimate of your business’ value.