Our office has been in the Rossmoor Center for over 35 years and we offer a wide range of services to our individual and business clients. From tax preparation to financial planning and investment advice, we take pride in offering our clients personalized, quality service that is beyond comparison.
Below are descriptions of the services we provide. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation.
*Accounting system setup for new businesses.
*Computerized payroll services.
*Business tax return preparation including corporation/partnership returns, sales tax, business property tax and payroll tax.
Tax & accounting services are not endorsed by nor affiliated with LPL Financial.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services: *Accounting software selection and implementation *Type of entity selection - sole-proprietor, partnership or corporation. *Buying/selling a business *Financial & retirement decisions
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.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
As you develop your investment strategy, we will act as your sounding board. By acting as your investment advisor, we can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Estate & Trust Tax Preparation
Effective estate and gift 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.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can assure our clients they are being properly represented before the various federal and state tax agencies.
Sales Tax Services
Many businesses are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or your business is a partnership or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Asset allocation simply means using several diferent investment options, with several different investment objectives, in an effort to reduce your overall risk and potentially enhance performance over time.
Studies have shown that asset allocation can be the major determinate of how well a portfolio will fare in the long run. In other words, the decision of what percentage of assets are invested in various asset classes has far more impact on overall performance over time than the decision of which individual investments to choose.
Choosing Employer Retirement Plan Options
When it comes time for you to make that important decision on which of the various employer retirement options you have to choose from, we can assist in determining which one is best for you.
Fee Based Asset Management
Strategic Asset Management (SAM) is a state-of-the-art fee-based asset management program. SAM provides access to multiple investments including over 3300 no-load mutual funds, individual stocks and bonds, no-load multi-manager variable annuities as well as private equity and private debt investments.
Tax Deferred Annuities
If you don't like having to pay taxes on your current investments, we can show you how your investment and any earnings can compound tax-deferred until withdrawn. With a tax-advantaged investment, your savings have a potential to grow faster than a taxable investment earning the same rate of return.