Services
Accounting
Software Selection & Implementation
Need help with accounting software selection and
implementation? Our firm will help you select the
software that's right for you and will teach you how to use it
effectively.
Tax
Services
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary
in order to minimize your total tax burden. Our firm also
prepares all federal, state and local tax returns for
individuals and businesses.
Accounting
Services
Our firm offers a complete range of accounting services,
including receivables, payables, and payroll management.
We prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) for use by banks,
investors, and other third parties. Our firm will also
prepare custom financial reports for internal, managerial
use.
Employment
Benefit Plans
We can help you establish comprehensive employee benefit plans
and can review your existing plans for ERISA and tax
compliance.
Financial
Statements
Our firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize a businesss full profit potential.
Tax
Planning
Our firm continuously monitors federal, state, and local tax
law changes to allow our clients to minimize current and
future tax liabilities. If necessary, we can implement
tailor-made due-date tax compliance monitoring systems to
prevent costly interest and penalty assessments attributable to
late filing. Of course, we offer full tax preparation and
filing services.
Business
Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning,
our firm can suggest many courses of action to provide
assurance that your business will enjoy a smooth continuance
and that your heirs and business associates will be well
protected.
Computer
Consulting
You are ready to move into the computer age, but you have fears
of expensive, unsuitable software and systems not
working. We understand your fears and we will work
with you to setup an efficient, user-friendly computer
system. We can explain even the most advanced
high-tech concepts in plain English. Whether you want to
set up a computerized accounting system or computer
network our firm can help.
Tax
Preparation
Our firm offers professional preparation of all federal, state,
and local tax returns at competitive, affordable
rates.
Payroll
Services
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state
returns and offer full magnetic media and electronic filing
capabilities.
Estate
Planning
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will
endeavor to protect your heirs from the unneeded emotional
devastation that can be caused by estate tax levies.
Financial
Planning
Our firm offers a complete array of financial planning services
and will work closely with you to help you achieve your
financial goals.
Sales
Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Estate,
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Investment
Review
Our Registered Investment Advisory (RIA) affiliate, Flying
Cloud Money Management, LLC, will perform a custom portfolio
analysis and review the risks and returns of specific
investments including stocks, bonds, REITs, and limited
partnerships. We will also determine an optimal asset
allocation for you by taking your unique personal and financial
goals and resources into account.
Pension
& Profit Sharing Plans
Would you like help setting up a pension or profit sharing
plan? Talk to us!
Retirement
Planning
It is never too early to start planning for retirement.
If you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for retirement
NOW. We can analyze your projected income and expenses
and suggest investment funding techniques to help you make sure
that your golden years 10, 20, and even 50 years from now live
up to your expectations.