BUILDING ON BOLD IDEAS

Foresight & Experience

Compliance
Services

• Payroll Processing and Reporting

• Sales and Use Tax

• Income Tax Returns

• Business Privilege | Mercantile Tax Returns

• Bookkeeping

• Sales Tax Exemption Application

• Tax Audit Representation and Support

• Audited Financial Statements

• Reviewed Financial Statements

• Compiled Financial Statements

• Retirement Plan Audit

• Agreed Upon Procedures

Looking to Your Future

Advisory
Services

• Business Acquisitions

• Entity Structure and Tax Elections

• QuickBooks Accounting System Analysis and Implementation​

• Owner Compensation and Benefits

• Fringe Benefit IMplementation

• Business Performance and Profitability Assessment

• Cash Flow Analysis, Budgeting and Forecasting

• Transaction Planning

• Income Tax Planning

• Rental and Investment Property Planning

• Sucession Planning

Certified Proadvisors

Personalized Service