Accounting Services Reviews and/or Compilations Cash Flow and Budgeting Analysis - Monitoring cash flow and controlling expenses can be the difference between prospering vs. surviving in business. Call us for assistance with your Cash Flow and Budgeting. Financial Projections - Do you need projected financial statements for a small business loan or for investors for startup capital? We can help. Bookkeeping - We have experienced staff who can do data entry and/or bank reconciliations to keep your books in order at reasonable rates. Call us for details. Payroll Services - Are you doing your own payroll, but don't want to prepare the quarterly and year-end reports and W-2's? If so, give us a call. Financial Statements - Don't have the accounting staff in house to have monthly or quarterly financial statements to see how your business is really doing? Our staff can work with you to produce timely monthly or quarterly financial statements - so you can have accurate and relevant information for planning and running your business. Many businesses fail or flounder, because they have no idea how they are doing financially until when they get around to filing their taxes the following year. Having monthly or quarterly financial statements prepared by our firm will give you real time information as to what is really happening with your business. Also, when it is time to file your tax returns, your books will be ready to go! Tax Services Business Tax Planning - Know the tax consequences of where you are at before year end and know how much you will owe or get back now - instead of waiting until your tax returns are completed. IRS Representation - Experienced and aggressive representation is available for you in the event you are audited and we will tirelessly work to ensure that you do not have to unnessarily pay any tax. Individual Tax Planning - We are here if you need tax advice year around and strive to keep up-to-date regarding the latest tax law changes and rulings that may affect you. Tax Preparation - Every return that goes out of our office is reviewed by Dave Fisher, who has prepared and reviewed thousands of tax returns over the past 20+ years including Personal, Partnership, LLC, Corporate, Estate and Gift returns. Also, your documents stay in our office - unlike some firms, which are now sending client materials to other countries where labor is cheaper.

Financial Planning Services Estate Planning Other Services Management Advisory Services - We are here year around to assist you with making the tough decisions you need to make to keep your business moving forward. Business Sales And Purchases - Make sure you know the tax consequences BEFORE you buy or sell a business. Not having all the facts can cost you thousands of dollars of unnecessary tax. Fraud Prevention and Detection Tax Planning for Real Estate Transactions - Know the tax consequences of a potential purchase or sale before you sign on the dotted line, when its too late to change your tax situation. Also, if you are contemplating an I.R.C. Section 1031 exchange (Starker), meet with us before it happens to ensure its done right. Estate Planning and Tax Returns - Meet with us to discuss the potential estate tax and personal income tax implications of your estate so as to minimize estate taxes AND to ensure your beneficiaries inherit the property with the best possible tax basis. Also, we are experienced in Estate and Fiduciary tax returns preparation and can prepare these forms quickly and efficiently for you. Estate & Trust Accounting(s) for Beneficiaries and/or Probate - We will work with your attorney(s) to prepare the accounting(s) needed to comply with trust documents or wills. Timely filing of accountings for trusts or estates can prevent disputes down the road.