We provide a full range of audit, accounting, tax, and advisory services, consistent with the ethical and professional standards and regulatory requirements in the United States and with the limitations imposed by our Firm's membership in the AICPA Division for CPA Firms.
SERVICES PROVIDED AUDIT
THE FIRM PERFORMS AUDITS FOR:
- SEC COMPANIES
- NON-SEC COMPANIES
- NOT-FOR-PROFIT ENTITIES
- GOVERNMENTAL
- HUD
- OPERATIONAL AND PROCEDURAL AUDITS FOR BUSINESSES
top- The Firm will assist your new business in determining the proper structure for commencing business. The recommendation will be based on tax savings, legal liability, the client's personal goals and objectives, and the type of business.
- We will assist you in obtaining your tax identification numbers from the appropriate government agencies.
- The selection of an accounting system is based on each client's needs and type of business. The Firm will recommend and assist in the installation of an appropriate system. top
The Firm's bookkeeping service is based upon the need and desire of each client. If the client has in-house accounting software, we monitor and make periodic adjustments to the records to ensure that the records are in compliance with generally accepted accounting principles. We review the financial statements with the client and provide financial and tax advice. A large percentage of our clients engage our firm to perform complete accounting services.
These services include:
- BANK RECONCILIATION
- DATA ENTRY
- GENERAL LEDGER PREPARATION
- PAYROLL TAXES
- SALES TAXES
- GENERAL BUSINESS CONSULTING
- ACCOUNTS PAYABLE
- ACCOUNTS RECEIVABLE
topThe Firm's payroll service is designed to meet your specific needs. Whether you have hourly employees with time cards and / or salaried employees, we can produce the checks on a weekly, semi-monthly, or monthly time frame. You can pick up the prepared checks at our office or we can mail them overnight to you. We will also handle all required payroll tax filings. top
We provide the following tax services to our business clients:
- Tax planning during the year to minimize taxes and avoid penalties and interest.
- Income tax preparation, including out-of-state and multi-state returns for:
Sole Proprietorships (Schedule C, Form 1040)
Regular Corporations
S Corporations
Partnerships
Limited Liability Companies- Estimated income tax coupons during the year for federal and state income taxes
- Sales tax filings, including out-of-state and multi-state returns
- Payroll tax preparation including:
Required Federal and State tax deposits
Quarterly payroll tax reports, including federal Form 941 and state quarterly reports for state revenue departments and labor departments
Yearly reports, including annual federal and state reconciliation's, Form 940 for federal unemployment taxes and W-2's- 1099 preparation for contract labor, rents and interest
- Personal Property Tax returns top
The Firm provides a wide variety of computer related services for its clients. These services include:
- Consultation on selecting the right accounting package for your needs.
- Installation and setup of computerized accounting systems.
- Training of client staff on accounting software.
- Review and adjustment of accounting records at your office.
The Firm also has associations with specialists in the field of network design and installation. top
Business valuations are required for businesses for many different reasons. For example, valuations may be required for buy/sell contracts, estate settlements and mergers. Our Firm utilizes the latest software and up-to-date standards in our performance of business valuations. top
PENSION AND PROFIT SHARING PLANS
The Firm is associated with individuals who specialize in the establishment and management of pension and profit sharing plans for companies of all sizes. top
After determining the type of entity that would be in the best interest of the client, our Firm assists the client in establishing that form of entity. top
The Firm works with banks and other lenders in assisting small businesses to complete the necessary steps to secure a small business loan. We will advise at the start if you meet the minimum qualifications for the loan.
Our Firm has experience in the following areas:
- Negotiation of the selling and purchasing of businesses.
- Cash flow projections for small businesses.
- Budgeting
- Distressed business consulting. topWe prepare individual income tax returns including:
- Federal Form 1040 for United States citizens and resident aliens
- Federal Form 1040NR for non-resident aliens and dual status aliens
- Georgia income tax returns
- Other state returns and multi-state returns
- Gift tax returns top
We provide consultations, before the tax year ends to help minimize taxes and avoid penalties and interest. top
We prepare Form 1041 including K-1's for the beneficiaries of estates and trusts. top
As Certified Public Accountants, the Firm has the ability to obtain Power of Attorney in order to represent you with the Internal Revenue Service (IRS). The Firm has experience in matters ranging from IRS inquiries to IRS audits. We have successfully negotiated Offers of Compromise and arranged payment plans with the Internal Revenue Service. top
All investors are concerned about the safety of their investments. Our management-consulting group is dedicated to researching and monitoring the best independent money managers. We identify the needs of our clients and help them in implementing our investment strategy to accomplish their goals.
The Management-Consulting group is registered with:
- Securities and Exchange Commission (SEC)
- National Association of Securities Dealer (NASD)
- Securities Investor Protection Corporation. (SIPC) topThe Financial Planning Department provides services in all segments of financial planning including tax, estate, education, retirement and insurance planning, investment selection and management, risk management and asset allocation.
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