Tax Planning & Preparation Tax planning and preparation are a key service combination we provide for our successful individual and business clients. Whether you are an individual,  partnership, or corporation, our experienced consultants can develop tax strategies to help minimize your tax liability by taking advantage of tax laws and legislation.  Our firm follows a proactive approach to tax planning and focuses on the preparation and analysis of income tax projections.  Bookkeeping/Write-Up Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  This financial data is the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.  We can provide a level of service specifically designed to meet your needs.  Our firm offers various levels of service ranging from Quickbooks and Peachtree reviews to monthly internal general ledger entry and analysis. Compilation  and Review We view our role in the financial reporting process as an opportunity to provide useful financial data to our business owners and managers.  We strive to provide information managers can use to make strategic business decisions that will help them enhance their company's operating efficiency and profitability.  We provide financial reporting on two levels of assurance:   *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided    After-the-fact Payroll As your business grows and you continue to hire employees, your business will require increased payroll administration.  We can assist you in implementing an effective payroll system that will allow you to spend less time on payroll administration and more time focusing on your business. Our firm can help you prepare all necessary payroll tax returns, or for your convenience, we can prepare those for you. Financial Forecasts & Projections Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.   Investment Review As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.   Estate Planning Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.