Client Services

client servicesIncome Taxes

  • Preparation of business and individual taxes
  • Tax Planning
  • Consultation on tax law issues
  • Representation before IRS
  • Business entity selection

Financial Planning

  • Analysis of financial position
  • Retirement planning
  • Estate Planning
  • Lease-buy analysis

Management Accounting

  • Business start-ups
  • Financial projections and models
  • Business plans
  • Cash flow and requirements analysis
  • Cash management
  • Ongoing business accounting
  • Business financing proposals and strategies
  • Small Business Administration (SBA) loan applications
  • Fringe benefit/health insurance planning
  • Compensation planning
  • Computerized accounting services
  • Payroll tax report preparation

Accounting Systems Design Software

  • Analysis and design of accounting information system needs
  • Implementation of system
  • Preliminary training and sustained support
  • Official BusinessWorks accounting software representative

Litigation Support

  • Expert Witness
  • Business and pension plan valuations