Bookkeeping / Write-Up

Meaningful, well-organized financial records ensure that your business operations will run smoothly and 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 as well as review and analysis of general ledger transactions.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas adversely affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive and flexible strategies that address the issues affecting your business.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning & Restructuring

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 succession plan.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Cash Flow & Budgeting Analysis

A business can be profitable and still have operational challenges 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.

Estate & Trust Tax Preparation

As a stand-alone service or as part of our Estate and Trust Planning service, we ensure that these complicated tax returns are prepared accurately and in compliance with the strict Estate Tax Laws and regulations.

Estate Planning

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 assist and guide you through the complex process of getting your financial affairs in order.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can aid and facilitate in achieving your company's financial goals.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. We work closely with Certified Financial Planners who can help you assess your financial needs and develop strategies that will enable you to achieve your financial goals.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

IRS Representation

During our many years of experience dealing with various tax authorities, we have achieved a level of competence that can ensure our clients they are being properly represented on both the Federal and State levels.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term goals and develop specific strategies to facilitate your  company’s future growth and success.

Medical/Dental Practice Accounting

Medical & Dental Practice accounting is unique in a multitude of ways  specifically Partnership buy-in/buy-out calculations, productivity formulas, practice start-up,  Business Plans,  and obtaining financing for startups or expansion, to name a few. Our firm has over thirty years of experience working with the nuances of Medical and Dental Practice accounting.

Medical/Dental Practice Consulting

We have over  thirty years experience with aiding Physicians and Dentists  in drafting their Employment, Shareholder, Stock Purchase, and Operation Agreements. In addition to these services the firm's sister company, Health Care Advisors, Inc. provides Practice Management Services to ensure best Practices while providing Oversight Services based on the Practices unique requirements.

Retirement Planning

We consult and advise on setting up various Retirement Plans that meets the client’s needs.  Successful implementation and periodic review of your retirement plan will  Aid in ensuring you are on track for your retirement years.

Tax Planning & Preparation

It is our fundamental philosophy that planning is essential in providing effective tax services. We provide a highly-structured year-end tax planning service coordinating the tax planning objectives of the business  that alien with the objectives of the business owners to ensure that the optimum tax outcome is achieved. For individual tax clients, our experienced tax staff can develop tax strategies that take advantage of any new laws and legislation.