Our job is to provide you with information necessary to maximize your tax benefits under the law. For small businesses (as well as individuals), we provide practical knowledge gained from previous experience; i.e., as Controller of a publicly held company, and as Chief Financial Officer of a privately held international company, and twenty years of working with large and small businesses as clients. We follow a process of educating you as to benefits under tax law, and how to develop transactions that would conform to that law. The education we offer covers the procedure to be used for documenting your activities and expenses. The Internal Revenue Service is very critical of documentation supporting deductible expenses.

We will provide you with the level of accounting assistance you need. Our service ranges from completing and signing payroll checks for various businesses, providing monthly accounting reports structured to give the pertinent information needed by the business owner, to completing annual tax returns. We are here to meet your accounting needs at any level of expertise you may need.

We may be a part-time controller or a part-time bookkeeper for you or your company. As your business grows, we monitor our bill and let you know when it would be beneficial for you to hire in-house, rather than to continue using our services. For many successful ventures, this means our fees will grow as the business does, and diminish when you hire an employee. We are proactive in making your commerce profitable and encourage cost-effectiveness for you.

1. Tax Planning is a proven method of helping you minimize your tax liabilities. Many people fail to plan during the year, and then want to maximize their tax benefits when they come to their tax preparer. An hour or two invested prior to the end of the year will more than pay for itself, many fold.

2. Strategic Planning is the tool a business needs to ensure it is staying competitive and meeting the demands of the business owner. Is your business working in the best possible way? Is it doing what you want it to do? What are your goals? What do you need to do to your business today to make sure it will meet your needs in the future? We have assisted clients in selling their businesses, acquiring new businesses, and rendering controller functions on a as needed basis, in addition to helping them with their strategic planning.

3. Accounting Systems: The advancement of the computer has put data processing into the hands of the novice computer user, giving him a myriad of tools to be certain he can keep up to date on his current business and tax situation, and what he can do today to ensure he will go in the direction he intends, or how he will solve a current problem with the best approach. We can assist you in developing an excellent system to help you stay abreast of your present financial affairs, from setting you up on a state-of-the-art system, or assisting you in converting a manual system to a fully-computerized system. We have even obtained leases, ordered the equipment configured it, delivered it, and trained clients staff on how to use it. The implementation of re-structuring a chart of accounts has saved one client hundreds of thousands of dollars in taxes.

4. Financial Statements: Whether needed for a bank loan, or as part of an ongoing business-monitoring procedure, we can assist you in developing a system that will provide reports that give you necessary information to make well-considered decisions. The comparative balance sheet, income statement, and statement of cash flow is only one tool that will measure the changes of your financial affairs over time. We have other methods, as needed, to meet your situations.

5. Professional IRS Representation: Everyone needs assistance during his lifetime. In many situations, how this is handled is crucial to be able to go forward from a negative experience. If there is a problem with the IRS, Revenue Canada, or a state-taxing agency, we will assist you in making sure that you are paying the least amount necessary to meet the appropriate laws. We have a research department that allows us access to all tax laws in the United States or Canada, and to become familiar with the pertinent portions of the laws needed to assist you. Every person should consider professional assistance when facing a tax audit.