Client Services

     On an annual retainer basis, we provide the following accounting, tax and business consultation services:

  • Financial statement preparation
  • Financial statement analysis and advice
  • Financial forecasts and cash flow projections
  • Preparation of all compliance tax returns (payrolls, sales tax, etc.)
  • Preparation of all personal, partnership and corporate tax returns
  • Implementation of the proper bookkeeping systems specific to your Company's size and scope of business
  • Audit representation
  • Tax and financial planning
  • Lease negotiations (office space, asset procurement, etc.)
  • Assist in the implementation of employee benefit programs
  • Purchase versus leasing decisions
  • Assist in the procurement of credit facilities with your bank or with one of our many contacts in the local financial community
  • Computerization of your business
  • Insurance analysis

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