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Privacy Notice
Legal Notice
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We will gladly provide references from satisfied clients.
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Certified Public Accountants
The CPA designation is given to individuals who demonstrate expertise in
the field of accounting and taxes by completing their college education and passing a state administrated CPA examination.
This stringent test consists of a broad range of subjects, including audit, practice, taxation
and professional ethics. Before being certified by the State Board of Accountancy, a CPA
candidate must also complete a period of "hands-on experience" with a certified firm.
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Education
A CPA's education is never complete! CPA's maintain their professional proficiency and license through a series of mandatory
continuing education courses on timely subjects such as taxes, business structure,
accounting practices and computerization, just to name a few.
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Tax Planning & Return Preparation
No one is better qualified to assist with tax planning and preparation than your CPA. Our office prepares individual, partnership,
corporation, trust and estate returns plus those required by local taxing authorities. Should a
tax audit occur, CPA's are also authorized to appear on your behalf before the Internal Revenue Service.
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Investment Review
No one can predict the financial future exactly, but CPA's are trained to
help you explore the pros and cons of an investment from both a growth and tax point of view.
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Business Analysis & Services
When you start a business or acquire business property, a CPA can help you formulate budgets for short-term or long-term
business plans and assist in establishing appropriate business structure. Once your business
is established, your CPA can help select, set up and maintain computer and accounting systems best suited
for your business needs. Additional CPA services for businesses included preparing financial statements,
payroll reports, business tax returns and documents required by local, state
and federal agencies.
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Financial, Retirement & Estate Planning
Conserving capital and minimizing taxes are important aspects to establishing any plan. Whether you are planning for your
children's education, helping a child to get established with a first home, planning for
your own retirement, setting up a family trust or planning your estate for your heirs, your CPA is the best
choice to assist you. Your CPA can also help with loan refinance analysis, personal business management,
educational financial aid applications and other personal financial needs.
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Confidentiality
When you consult a CPA, your business is handled in strict confidence dictated by the ethical standards of the accounting
profession. This firm obtains most of its clients through referrals, which means you were most
likely referred here by a business associate, a relative or a friend. Feel secure in the fact that your
financial and tax information will not be shared with others and will be safeguarded with the highest confidentiality.
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Getting to know you
This brochure only briefly outlines the services available from a CPA's office. Please call for an appointment to discuss your
individual needs. It would be a pleasure to assist you in a finding answers to your financial,
business and tax questions.
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Enrolled Agents
The enrolled Agent designation is given to individuals who successfully demonstrate expertise in the field of taxation by sitting for
and passing the enrollment examination administered by the Internal Revenue Service
annually. So stringent is this examination that only about one third of those
who take it are able to pass. Enrolled agents are authorized to appear on behalf (in place) of
taxpayers before the Internal Revenue Service. Only Enrolled Agents, CPA's and attorneys have this license. |
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