Mergers & Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact and cash flow considerations.
Our experienced, certified human resource experts provide advice, guidance and direction regarding the application of human resources laws, labor policies, practices and procedures.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Preparing payroll in your office is disruptive and risky. This is especially true when you factor in the sick days, vacations, personnel changes and changing governmental regulations that can lead to missed deadlines and penalties. And keeping records and checks off site with us keeps your information more secure. Each client is assigned his or her very own payroll specialist who becomes intimately familiar with your payroll needs.
Meaningful, well-organized records ensure that your finances will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping, whether it be for your business or your family.
We understand the importance of reliable accounting and absolute integrity. Our clients can count on us to help them fulfill financial obligations, assess business situations and pursue effective pathways to sustainable growth. But beyond the numbers, be assured that we’ll always have your best interest in mind, even if that means telling you something you may not want to hear. That’s the kind of trust our clients place in us.
Personal Tax Return
We will integrate your business tax return information so that we can prepare your personal tax return in a timely and accurate manner.
Business Tax Return
We will gather the information required to file the business tax return on your behalf, so you can rest easy knowing it’s done right and it’s done on time.
Helping Real Estate Agents Achieve Work Life Balance and Create Wealth
- Classify expenses
- Reconcile bank and credit card accounts
- Prepare monthly financial statements
- 24/7 access to your business financials
Business Tax Planning & Returns
- Select appropriate business entity
- Review business expenses to maximize tax deductions
- Develop a personal plan to meet retirement goals
- Prepare your business tax return
Individual Tax Return & Estimates
- Prepare quarterly tax estimates, eliminating any surprises
- Prepare your personal tax return
- Tailored payroll solutions for your business and a dedicated payroll specialist
- Direct Deposit
- Cafeteria Plan Administration