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Tax Services

  • Business
  • Individual
  • Trust and Estate
  • Tax planning
  • Estate planning
  • Retirement plans
  • IRS Penalties and collections
  • IRS examination
  • Consulting and special projects
  • Multi-state taxation

Accounting Services

  • Computerized and manual bookkeeping
  • Payroll tax and sales tax reports
  • Occupation tax and personal property tax
  • Insurance audit

Auditing & Attest Services

  • Compilation
  • Review
  • Audit

Management Consulting Services

  • Business consulting
  • Business valuations
  • Forecasts and projections
  • Insurance and bonding
  • Investment advice*
  • Loan, acquisition and sale
  • Personal financial planning*
  • Presentation design
  • Public relations
  • Special projects
  • Strategic planning
  • Systems design and training
  • Legal support

(Click Service Title For Details)

  • Accounting Services
  • Accounting Software Selection & Consulting
  • Bookkeeping/Write-Up
  • Business Entity Selection
  • Financial Statements
  • Management Advisory Services
  • Payroll Services
  • Retirement Planning
  • Reviews and Compilations
  • Sales Tax Services
  • Tax Planning & Preparation
  • * Disclaimer below

    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    General ledger & financial statement preparation

    Bookkeeping (Monthly/Quarterly/Annual)

    Accounting system setup for new businesses

    Computerized payroll services

    Business tax return preparation (Sales & Use/Business Property)

    Personal financial statements

    Litigation support

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    Accounting Software Selection & Consulting
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company?) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Financial Statements
    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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    Payroll Services
    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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    Retirement Planning
    Successful implementation and periodic review of your financial plan will help ensure financial independence during your working years and through your retirement years.

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    Reviews and Compilations
    Type your description for your custom service here.

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    Sales Tax Services
    Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    * Disclaimer below
    *Securities offered through Securities America, Inc., Member FINRA/SIPC, Rob Richardson, Investment Specialist. Advisory services offered through Securities America Advisors, Rob Richardson, Financial Planner. Richardson & Associates and the Securities America companies are unaffiliated.

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