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Accounting & Auditing
Defense Against the IRS
Payroll Services
Tax Planning
Retirement Plans
Cafeteria Plans
Marketing Plans
Loan Assistance
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ACCOUNTING AND AUDITING
- Monthly Accounting and Bookkeeping
- Financial Statements
- Bank Reconcilements
- Sales Tax Returns
- Check writing and complete office services
- Compilations
- Reviews
- Audits
- Special Reports
- Personal financial statements
- Bank forms and loan applications
- Forecasts and projections
DEFENSE AGAINST THE IRS
- Representation at audits and examinations
- Innocent Spouse Relief
- Offers in Compromise
- Appeals to IRS Office of Appeals
- Installment Payment Arrangements
- Payroll tax problems
PAYROLL SERVICES
- Payroll Processing
- Check preparation and delivery
- Payroll tax returns: Forms 941, 940, SUTA and W-2
TAX PLANNING
- Business Mergers & acquisitions
- Like-kind Exchanges
- Incorporations
- LLC & LLP Operating Agreements
- Estate Tax and Trust Planning
RETIREMENT PLAN DESIGN & IMPLEMENTATION
- SIMPLE Plans
- Money Purchase Plans
- Profit Sharing Plans
- ESOP Plans
CAFETERIA PLAN DESIGN AND IMPLEMENTATION
- Medical Reimbursement Plans
- Child and Dependent Care Plans
- Tuition Reimbursement Plans
- Deferred Compensation Agreements
MARKETING PLANS
- Sales and Marketing Plans
- Advertising Programs
- Site Selection Studies
- Formal Business Plans
- Inventory and Product Analysis
- Break-even and Profitability Analysis
FINANCING ASSISTANCE
- Loan Applications
- SBA Loan Packages
- Financial Forecasts and Budgets
- Loan Restructuring
- Analysis of Financing Alternatives
- Private Loan Placements
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