With our office, all aspects of the job stay in sync so you can feel at ease. By applying experience, research, advice and follow-through in a single-office approach you benefit from a unified vision for all of your needs.

Our process starts with a discovery meeting to ensure we understand your goals and needs. This complimentary part of your consultation is an important step to move past a traditional experience and into the full consultative process you will come to value when achieving your objectives.

Our Tax, Accounting and Consulting Process

We work with you to first analyze your individual, family and business needs. We will work together to create a plan of action to comprehensively address each of your concerns, leveraging our experience to proactively address unforeseen complications. We also establish organizational processes to add efficiency to your life, which also keeps the cost of our services to a minimum.

Selection of Services

Below is a sample of what we can provide you, your family, and your business.

+ Tax

As an independent tax office with Certified Public Accountants and additional staff, you benefit by having your return presented properly to minimize your exposure and maximize your results

  • Federal, state, local and international income tax planning and preparation
  • Year-end tax planning and deduction timing
  • Charitable tax planning and structuring
  • Trust and estate tax planning and protecting
  • Closely-held business tax and coordination of planning
  • Coordinate documentation for tax compliance
  • Business property tax preparation
  • Sales tax return preparation
  • Audit representation

+ Accounting

  • General ledger preparation and reconciliation
  • Accounts payables processing and posting
  • Accounts receivables processing and posting
  • Review, amend and optimize accounting software postings
  • Payroll processing and payment
  • Quarterly payroll reporting and payment processing
  • Workers compensation audit reconciliation and representation
  • Compiled financial statements

+ Business, and Mergers and Acquisitions Consulting

  • Assessment of business viability, feasibility and economics of scale
  • Develop plans to leverage both personal as well as investor capital
  • Review of business plan efficiencies
  • Strategize optimization of operations

+ Business Continuity Planning

We help make the transition for you, your family and your clientele as seamless and smooth as possible to help maximize benefit and minimize stress

  • Structure buy/sell agreements
  • Protect transfer of assets for partners and their families
  • Develop succession plans
  • Provide staff training
  • Ensure orderly transitions

The services specified on this page are separate and unrelated to Independent Financial Group, LLC