Business Taxes and Formation Services

We’re On Your Side

As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations, or generating new ideas, you don’t have much time left over to deal with the financial side of your business. Even if your cash flow is good, are you sure you’re maximizing your profits? Are you paying estimated taxes on time? Are you complying with federal and state payroll or sales and use tax?


Tax law is complex. That’s why it pays to have an accounting firm you can trust on your side. From generating cash flow statements to handling payroll and preparing your tax returns, we are here to help your business succeed.  

What Can We Do For You?

We’re committed to your success. Take a look at our services below, or contact us today and find out how our comprehensive accounting & tax services benefit your bottom line. 

It is important to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

As a small business owner, you have more important things to do than keep your own books. We take care of your books for you so you can get back to the job of running your business and generating profits.

Accurate bookkeeping is essential to your company's long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best, running your company.

Our Part-Time CFO Service gives you a professional financial manager who works with you to help guide your business to success.

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

Forensic accounting, also called financial forensics or forensic auditing, is an area of accounting that investigates actual or anticipated disputes.

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach to financing.

Business Valuation

An objective valuation can make the difference between loss or gain and success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Business Advisory Services

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Financial Planning for Businesses

If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team, it allows you to take your business to another level.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

New Business Formation

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill have worn off that dictates whether a small business will make it or not.

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

Internal Controls

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.

We Specialize in Business Tax Preparation

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long—not just at tax time.

There’s no better time than now to discuss tax planning strategies that will help you build a foundation for future success.

Here is what we do for you:

  • State and federal income tax preparation and filing
  • Local and state sales tax compliance
  • State and federal payroll tax
  • Minimize tax liability through the use of proven tax planning strategies
  • Profit and loss statements
  • Mergers and Acquisitions
  • Entity selection and structure (S-Corp, C-Corp, LLC)

Make Sure You Never Miss a Deadline Again

The IRS, as well as state and local governments, imposes strict deadlines for business tax obligations. Missing these tax deadlines and failing to comply with payroll and sales taxes negatively impact your bottom line and may result in fines for non-compliance.


As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

We Help You Take Control of Your Finances so You Can Focus on Your Business

We’re professionals, and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning. 

That’s why we’re here.

Leave the Accounting to Us

When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

What we do for you:

  • Generate reports and analyze financial data
  • Evaluate cash flow and improve profitability
  • Prepare budgets
  • Strategic tax planning and financial forecasting
  • Accounting systems setup, chart of accounts, and general ledger
  • Internal controls for fraud prevention
  • Quarterly, monthly, and annual financial statements
  • Use and sales tax processing
  • Profit statements and balance sheets
  • Custom financial reports
  • Business tax returns
  • Outsourced CFO services

When You Leave the Bookkeeping to Us, You Can Focus on Growing Your Business

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients, from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us, you get one-on-one personalized service and state-of-the-art technology and payroll software.


If you’re just starting a business, we’ll set up reporting and recordkeeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.


But the best reason to use our bookkeeping services? You’ll have more time to focus on running your business and generating more profits.

Bookkeeping Services for Small Businesses

  • Accounts payable (entry, bill paying)
  • Accounts receivable (entry, invoicing, deposits, collection)
  • Bank Reconciliations
  • Inventory management
  • Bookkeeping cleanup
  • General ledger
  • Tax forms (1099s, 1096)
  • Payroll processing
  • Outsourced bookkeeping

Cost-Effective Payroll Services for Your Business

On average, small business owners spend eight hours per month on payroll-related tasks. While it may not seem like a lot of time, it does add up—and it takes time away from running your business.

If you own a small- to medium-sized business with more than a few employees, you already know that payroll is complicated. It seems like every year, a new piece of federal, state, or local legislation related to payroll is passed that you need to comply with.

If you’re just starting out, you may only have a few employees to worry about. You might be able to handle payroll on your own, but wouldn’t your time be better spent on developing new products or services for your business? 

Outsourcing Your Payroll Is More Affordable Than You Think.

When you outsource your payroll responsibilities to us, you get a dedicated payroll specialist who works with you throughout the entire payroll process. There’s no need for you to hire an in-house specialist or maintain a payroll system. We also stay on top of legislation affecting payroll compliance, so you don’t need to.

Here’s what we do for you:

  • Direct Deposit and Electronic Fund Transfer (EFT)
  • Payroll checks printing
  • Payroll tax compliance, e-filing, tax payments
  • Payroll reporting by employee or department
  • W-2, W-3, and 1099 processing
  • User-friendly and easy-to-understand monthly, quarterly, and annual payroll tax reports
  • Payment of third-party withholdings, such as insurance

CFO Services: A Cost-Effective Solution for Your Business

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them altogether), but you quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

Fortunately, there is a cost-effective solution: part-time, outsourced CFO services.

Experienced, Knowledgeable, and Trustworthy, We're in Your Corner.

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.

You’ll also have a better understanding of the financial side of your business based on hard numbers. No more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short of cash.

When you use our CFO services, here’s what we do for you:

  • Prepare monthly, quarterly, or annual financial statements
  • Financial forecasting
  • Accounts payable and receivable
  • Provide guidance for increasing cash flow and improving profitability in support of future financial goals
  • Strategic tax planning
  • Tax compliance (sales use and payroll taxes)
  • Set up an accounting system and controls

Dedicated CFO Services

The role of CFO is crucial to every business, no matter what size. Whether you’re a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise—and experience—you need. Need more information about our CFO Services? Contact us using the form below. You'll be glad you did.

Proven Expertise in Audits, Compilations, and Reviews

As a business owner, you may be accountable to creditors, private investors, and shareholders, all of whom are interested in ensuring that the company’s financial statements accurately represent the true financial position of the company.

There are three types of CPA-certified financial statements:

Compilations. The first level of service is the compilation. There is no verification that the numbers presented in the statements are accurate, and the financial statements produced are for management and third-party use.


Reviews. More involved than a compilation but not as comprehensive as an audit, reviews provide “limited assurance.” Key personnel are interviewed about the company’s accounting policies and procedures, industry, operations, and financial statements. A review report is issued as well.


Audits. Audit services are the highest level of service provided. We work closely with key personnel to gain knowledge of internal control systems (“checks and balances”). Verification and substantiation procedures are performed in accordance with Generally Accepted Auditing Standards (GAAS).

Audit, Review, or Compilation?

You may be wondering which one is best for your business. The answer depends on the level of assurance or financial accuracy that you want. For instance, you may decide a compilation is all you need this year, but in subsequent years, you may decide that a review—or even an audit—provides better information about your financials and enables you to make better decisions about the future growth of your company. 

You've Got Questions - We Have Answers

If you’re considering our forensic accounting services, there’s probably a reason. You could be a victim of fraud, and we can help you find out if your suspicions are true. Consider the following: 

  • Do you feel like your business is making plenty of money, but you can barely pay your bills?
  • Have you ever had a nagging suspicion that a trusted member of your team has committed fraud, but you can’t prove it?
  • Is your soon-to-be ex-spouse claiming there are no matrimonial assets, but you know there are?
  • Do you suspect some of your employees are taking kickbacks?
  • Have you discovered missing inventory that can’t be accounted for?

A Fraud Investigation Team You Can Count On

Forensic professionals are more than just number crunchers. It takes a unique combination of skill, intuition, perseverance, diligence, and integrity to do what we do and to do it successfully. We’ll help you get to the bottom of complex financial matters no matter how long it takes.

Our forensic services include:

  • Quantifying losses due to fraud
  • Records examination and reconstruction
  • Analyzing bookkeeping and accounting systems
  • Investigation of financial reporting irregularities
  • Analyzing insurance claims
  • Searching for unreported income and assets
  • Investigating bribery and kickback schemes
  • Identifying weaknesses in your accounting processes
  • Developing procedures that enable you to detect—and deter—fraud better

Many Businesses Fail Because of Poor Cash Flow Management - Don’t Be One of Them

Cash flow refers to the movement of money flowing into and out of a business. Positive cash flow is when you bring in more money than you spend. It is what every business owner strives for because it enables you to pay your liabilities and invest in your business.

Conversely, if you are spending more money than you are bringing in, it is called negative cash flow. While there will be times when every business experiences temporary periods of negative cash flow, too many months of negative cash flow can—and will—cause a business to fail. 

Managing Cash Flow Is the Key to Operating Any Successful Business.

As tax and accounting professionals for small and medium-sized businesses, our expertise lies in helping business owners manage their cash flow better with the goal of increased profitability.

Here’s what we do for you: 

  • Develop short and long-term cash projections
  • Analyze prior years cash flow statements to help you understand where the money goes
  • Prepare monthly, quarterly, and annual cash flow statements
  • Provide you with tools to accelerate the collection process
  • Develop updated billing and payment policies
  • Assist with obtaining a line of credit
  • Help you get the maximum rate of return on surplus cash

If You Need Bank Financing, It Pays to Be Prepared

The US Department of the Treasury has invested more than $3.9 billion in community banks across 47 states and the District of Columbia as part of the Small Business Lending Fund. Despite the availability of these funds, however, many small business owners have discovered the hard way that securing bank financing is not an easy task. If you’ve tried - and been unsuccessful at - obtaining bank financing for your small business without the help of a trusted advisor like us, you may be wondering where you went wrong.

Banks are not in the business of handing out money to everyone who asks. When you apply for a loan, they are evaluating your ability to pay back that loan by examining a number of factors. Whether you need money for startup costs or expanding your business, understanding what a bank wants and how to prepare for it can mean the difference between securing the financing you need or having to scrape together cash from other sources. 

How We Help You Secure Bank Financing:

The first step we take is to make sure we understand your business and what you are trying to achieve. Next, we take a look at financial performance and projections and identify potential sources for financing. The final step is to work with you to prepare a successful business loan proposal that includes the following services:

  • Executive summary
  • Pro forma cash budgets
  • Business financial statements
  • Owner’s personal financial statements
  • Lender introductions
  • Representation