Services Annual Business Planning. Assisting senior management in the development, implementation and communication of the annual operating and financial plan. Business Financing Services. Assessing, planning, and pursuing financing options in support of client business development and growth opportunities. Business Valuation. Applying acceptable accounting principles, formulas, and methodologies to reach an appropriate and reasonable judgment as to the fair value of a particular business entity at a given point in time. For a copy of our Business Valuation brochure, click on this link.  Business Valuation Core Tax Planning. Assisting clients with personal and corporate tax planning strategies to minimize or defer tax liabilities in order to enhance shareholder value and personal wealth. Core tax planning includes:   Entity Tax Planning. Assisting clients in implementing corporate or other structures which achieve organizational objectives and which minimize the tax burden on the entity and its shareholders or other owners/stakeholders.   Related Party Tax Planning. Assisting clients with multiple entities, including subsidiaries and brother-sister entities, in minimizing the overall tax burden.   Transactional Tax Planning. Assisting corporate and individual clients in structuring significant transactions in a manner that defers or minimizes tax costs associated with the transaction.   Cost Segregation Study. Assisting clients reduce state and federal income taxes by reclassifying property when a building is bought, built or renovated. By classifying property in an appropriate manner, we can shorten the depreciable lives of assets, giving you greater tax savings.  Cost Segregation Financial Projections and Modeling. Assisting clients in preparing financial projections or other computer-based models to assist in decision-making. Financial Forensics Assisting attorneys and clients in investigating people and money. Historical Financial Statements. Providing compilation services relating to a client's historical financial statements. Insurance Advisory Services. Assisting business owners, high net-worth individuals and others in planning and implementing personal insurance programs that achieve defined objectives. Services include defining life insurance needs, assessing options and providing referrals to experienced agents representing quality insurance companies. Litigation Support Services. Assisting Attorneys with valuation issues, employee theft damages, business and personal damages, lost profits, discovery, depositions, and trial preparation. M&A Support. Assisting business owners and senior management with business acquisition and divestiture activities, including the following: Development of a profile to target a business acquisition Financial analysis to support decision making to spin off a portion of the business or to sell the entire business. Assistance in identifying target buyers or sellers. Due diligence assistance. Transactions negotiation assistance. Merger integration assistance. Performance Management & Compensation. Benchmarking, designing and implementing job classification systems, goal/objective setting systems, performance tracking & evaluation systems, pay plans & salary structures, as well as, other monetary and non-monetary compensation, incentive and reward systems to effectively organize work and attract and retain a client's human resources.   Personal Financial Planning. Assisting business owners and high net-worth individuals with all aspects of personal financial planning, including retirement and estate planning, asset allocation and investment planning, insurance analysis and contingency planning, and cash flow and budgeting analysis.   State and Local Tax Compliance and Planning. Assisting clients with state and local tax compliance and planning matters, including multi-state taxation and sales and use tax matters.   Strategy Development & Business Planning. Assisting clients in evaluating market opportunities, determining competitive position and appropriate delivery channels into markets, developing business and product strategies, and preparing business plans to enable them to pursue their business concept in the marketplace. Tax Authority Representation Services. Assisting clients with negotiations with federal, state and local tax authorities, including representing clients before the IRS.   Tax Compliance. Assisting clients with the preparation of personal and corporate income tax returns and other informational tax forms.   Tax Planning. Assisting clients with personal and corporate tax planning strategies to minimize or defer tax liabilities in order to enhance shareholder value and personal wealth.   Small Business Accounting Assistance. Providing accounting and bookkeeping services to clients including the following:   Accounting Services   Monthly bookkeeping and financial statement preparation   Accounting assistance in monthly and year-end closing   Compiled annual financial statement   Maintain depreciation records   Bank reconciliations   Payroll processing, including direct deposit services   Tax Services - State and federal payroll tax quarterly and year-end reporting and W-2 preparation   Monthly sales tax reporting   Personal property tax reporting   Computerized Bookkeeping Implementation, training and support for Quickbooks and Creative Solutions Accounting   SUPPLEMENTAL SERVICES Through our association with CPA Connect and the related network of affiliations, we are pleased to offer the same level of services expected from a national firm.   CPA Connect is affiliated with CPAmerica/Crowe Horwath International, one of the largest CPA networks in the world.