Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
We can assist you in the preparation of your financial statements in accordance with applicable professional standards. The financial statements produced can be a useful tool for management for making financial decisions. We can prepare three different types of financial reports depending on your needs. See the discussions on audits, reviews and compilations below.
A review engagement financial statement is prepared using certain analytical procedures and discussion with management. While we report as to the accuracy of the information contained in the review financial statements, limited assurance is provided.
Unfortunately, a business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records, providing the highest level of assurance.
Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
Forecasting is necessary when trying to effectively manage and lead a business toward profitability. From simple projections to complex financial modelling, our experienced staff can assist you in achieving your company’s financial goals.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Tax services offered include, but are not limited to:
Tax planning for individuals, corporations and estates
Return preparation for:
Individuals
Corporations
Estates and trusts
Not-for-profit organizations
Tax effects of buying/selling a business
Tax effective retirement and estate planning
Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns.
U.S. & international taxation services offered include, but are not limited to:
Federal and State return preparation for
Non-resident individuals holding rental property or having employment income in the United States
Corporations having no permanent establishment or that are not domiciled in the United States
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects of your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects of your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
Valuation services offered include, but are not limited to:
Business Valuation:
Income tax and estate planning
Shareholder disputes
Share reorganizations
Goodwill impairment testing
Mergers, acquisitions and dispositions
Litigation Support:
Business valuations
Insurance claims
Income for support calculations
Expert testimony
Personal injury
Quantifying of economic damages
From AgriStability and AgriInvest to the many other subsidy programs available to the farm community, our knowledgeable staff remain current on all the farm programs available.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, 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.
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. Our experienced staff can help you choose and implement the system that best fits your needs.
Quicken
Sage 50 (Simply Accounting)
AgExpert Analyst
Microsoft Excel
Sage Business Vision
QuickBooks & QuickBooks Online (QBO)
