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Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

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.


Accounting

Financial and Operational Benchmark Analysis

We provide "traditional" accounting services and much more. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Analysis and benchmarking allows you to make key decisions based on financial data for your company while you see how you compare to others in your industry.

What do the numbers mean? What are your tends and what warning signs are they giving you? We will train you how to use the information. That will help you prioritize your resources and enhance your bottom line.

Bookkeeping/Accounting/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping and accounting. We also are a resource for your internal staff and are available to answer questions.

Our firm provides a full range of cost effective accounting and bookkeeping services including the following:

  • General ledger and supporting ledger (accounts receivable, accounts payable, etc.) review
  • Financial statement preparation
  • General bookkeeping,including training and support of your personnel
  • Quickbooks accounting system setup for new businesses
  • Procedure development and review

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We will also help you to develop strategies to meet short-term and long-term cash needs.

Compilations of Financial Statements

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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.

Financial Statements Preparation

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. Professionally prepared financial statements are often essential in securing needed loans and lines of credit from banks and other financial institutions. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Consultation

Business Consulting

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.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive or negative. It can also affect the ease of transfer of ownership, your liability, and the taxability of benefits to you as an owner. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Consulting Services

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 is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation assistance
  • Type of entity selection
  • Buying/selling a business
  • Financial & retirement decisions
  • Estate, trust & gift planning
  • Internal controls review
  • Budgeting and cash projections

Debt Reduction and Management

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Estate Planning

You've worked hard for your money. Protect you beneficiaries from the errosion of your estate by taxes and claims of undeserving creditors. 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. We can also help you find a qualified and cost effective attorney to draft you will, health care power of attorney, and other documents essential to good estate planning.

Financial Planning for Individuals and Businesses

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.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPS, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

Most of us look forward to retiring, enjoying more time with family and doing what we have always wanted to do. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Retirement planning services include but are not limited to the following:

  • Determining the amount you need to invest or save to retire confortably
  • Assessing your social security benefits and the impact of early retirement on your benefits
  • Tax smart distributions from existing retirement plans
  • Minimum distribution planning
  • Assisting in the set-up of a pension or profit sharing plan for your business

Taxes

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.

IRS and Arizona Department of Revenue Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Individual Tax Planning & Tax Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership/ LLC, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Business Tax Planning and Tax Preparation

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Multi-State Tax Preparation and Electronic Filing

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We offer federal and state (all) electronic filing.

Tax Services

Taxes drain a signifacant part of your earnings and net worth. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation for

  • Individuals
  • Corporations
  • Partnerships (General, Limited, LLPs)
  • Limited Liability Corporations (LLCs)
  • Estates (Form 706 and states)
  • Gift Tax (Form 709)
  • Trusts (Form 1041 and states)
  • Charitable Remainder Trusts
  • Private Foundations (Form 990PF)
  • Public Charities (Form 990)
  • Not-for-profits (Form 990PF or 990)
  • Multi-state tax returns

Non- Profits

Non-profit Accounting and Tax Preparation

The accounting and tax issues involved with non-profit organizations are complex and diverse. We assist organizations in gaining IRS tax exemption status and complying with the regulations in order to maintain their tax exempt status. We also provide compliation and review service to non-profits needing financial statements.

Tax Exemption Filing Assistance

We will assist you in establishing your non-profit. This includes reviewing your documentation to ensure it has the language the IRS requires, assisting you in determining which type of exemption your organization may qualify for, and filing the tax exemption application with the IRS.

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