Business, Tax Exempts, Trust & Estate Services
GET ANYWHERE, ANYTIME ACCESS!!!
How would you like to get 24/7 online access to your financial information?
or work with us anytime, anywhere ? This is possible at your option.
In today’s business environment, it’s possible to do more and more anytime, anywhere, thanks to the Internet. And now, you can work with us online as well. You can access a variety of services anytime, right from our website. It’s as easy and secure as online banking, and all it takes is a "Net Client CS Portal".
Once we set up your portal, you can:
It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.
Setting up your private portal is fast and easy. If you'd like to sign up for this service, just call us, email us , or visit us online.
Tax Planning Services:
As with our Personal Tax Planning Services, we want to help you to plan your financial decisions for your Business, Organization or Trust/Estate so that you are assured of paying no more in taxes than is absolutely necessary. Businesses, Exempt Organizations and Trusts/Estates are unique and considerably more complicated. They require an ongoing review of tax strategies at every turn, in order to avoid costly pitfalls "or" to seize opportunities for tax savings during the course of the year. It is essential to at least do this diligently for "year end planning". As a matter of course we train you to think ahead for a year-end consultation so you can end your tax year with the best possible tax outcomes.
Tax Preparation Services:
We offer a full array of professional services to assist you with your business, organization or trust/estate tax return preparation needs. We employ sophisticated technologies and methods for our highly professional, and accurate tax compliance services, in order to assure you that your tax returns are filed correctly in this complex area. These tools also provide you with tax return preparation options for data and return deliveries via mail, phone, fax, email, internet and private secured portals.
We provide you with quick and convenient linking to your own private and secure online portals. Most Windows and PDF files can be stored there for online retrieval. We also use this portal technology for delivery of completed tax returns, financial statements, ledgers or other information we prepare for you. The portal is a powerful tool for the two-way sharing of data between you and our office and for the storage and retrieval of your business file.
Of course too, we offer almost complete e-filing capability in all income tax states.
Throughout the year, we monitor tax law changes that might affect you, make recommendations on tax-saving strategies and assist you as your advocate in tax matters.
If you are planning any major changes in your Business, Organization, Trust/Estate, it would be wise to have us examine the consequences of those changes, so that you will be informed and/or prepared beforehand.
As you expand or begin a new operation, we help you to select the proper organizational structure and to secure adequate financing. We work with you and your other advisors to solve your business problems. You receive assistance with loan applications, pricing, credit policies, cash flows, cost controls and your other business needs.
We prepare financial statements according to your needs. We customize these and any other reports necessary with your immediate financial data. We help you to use these statements and reports in managing your business and increasing your profitability.
Recordkeeping and Reports:
We design recordkeeping and accounting systems to fit your business and personal financial needs. We also prepare other financial records and reports, including reports to satisfy Federal and State agencies. We have our own Accounting Software systems, but can also work with almost all the popular accounting packages on the market. We also have our own "CLIENT" version of a basic bookkeeping software system. It makes doing the simple bookkeeping tasks very easy and affordable for the smaller and the larger business/organization, and minimizes errors that typically require expensive adjusting work to be needed.
Client Bookkeeping Solution:
This system incorporates the standard accounting modules of checkwriting, payroll, accounts payable and accounts receivable.
It automates the bookkeeping functions for the business person and leaves the more complex accounting tasks for us (the accountant). It permits us to design and customize your accounting system for you, to routinely make all adjustments necessary to bring your "books" in order, and to maintain your General Ledger and produce Financial Statements.
We are dedicated to helping the business owner "get back to business", increase productivity, and have the tools necessary to manage a business in today's high-tech market.
We help you to take advantage of computers and software - hassle free. You don't have to become a computer expert or accountant to effectively use the latest technology and products available. We can provide you with selection and installation and training and ongoing support.
If you've ever tried to set up one of the "market" accounting software packages, you will surely appreciate the true meaning of our "hassle-free" system. Those other accounting software systems aren't as easy as they advertise they are - as you already know.
We offer an accounting system that is truly unique. It is great for the small business which wants to avoid the hiring of additional help, just to manage the day-to -day bookkeeping in order to maintain that critical daily cash management. It is priced at a budget price, so there is no hefty investment of dollars.
Additionally, with minimal training, it is so simple to use, that there is no hefty investment of your time and frustration either.
If you would like to see a demonstration of just how this software works, please click on the link below. The demo is a PowerPoint Presentation and will take a minute or so to download. But it is well worth it. It will give you an excellent idea of just how this software will work to enhance your business operations.
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