- Income Tax Preparation - Individual, Corporate, Partnership and Trust
- Income Tax Planning - How to reduce and manage your taxes
- Financial Statements - Accurate and detailed reports
- Accounts Payable - Professional, Full-Service Accounts Payable Processing
- Cash Management - Optimization of cash flow
- Accounting Software Consultation - Sound advice with practical accounting software solutions
- Managerial Reports - Informative reports from which valuable business decisions can be made
Types of Plans
Administrative Services
- Money Purchase Pension Plans
- Profit Sharing Plans
- 401(k) Plans
- Participant Reports - Concise and easily understood
- Employer Reports - Informative and comprehensive
- Discrimination Testing - Maximize your benefits, yet keep you in compliance
- Full Service Distribution Process - including Form 1099R (Minimal Employer Involvement)
- Government Reporting - including Form 5500
Consulting and Advising
- Review Current Plan Design - Ideas to increase value
- Plan Type(s) - What's best for you? We provide options, you make the decision.
- Utilization Review - Maximize benefits/minimize employer net costs
- Customized Payroll Processing & Reporting - Reporting and systems tailored to your company needs
- Complete Federal, State, and Local Tax Reporting - Our full service tax functions keep you in compliance
- General Ledger Information - Our customized reports make updating your accounting software fast and easy
- Complete Confidentiality of All Employer Records - Offsite preparation ensures total confidentiality
- Worker's Compensation Filing
- Establishing a New Business
- Client Financial Statement Analysis and Recommendations
- Professional Corporation Mergers and Restructuring
- Key Person Compensation Arrangements
- Accounts Receivable Analysis
- Financial Projections
- System and Operations Review
- Employee Benefits Consultation
- Income Tax Planning
- Retirement Planning
- Personal Financial Statement Analysis
- Asset Allocation Analysis
- Education Planning
- Risk Management/Insurance Analysis
- Asset Protection Alternatives
- Estate Planning
- Employment Law Compliance
- Employee Relations
- HR Communication
Accounting Software Consultation
- Analyzing Business Software Needs
- Matching Software to Your Needs
- Installation & Setup
- Ongoing Support
System Analysis
- Hardware, Software and Operation Systems Compatibility
- Setup of New Systems
- Upgrading and Management of Existing Systems
- Analyze Data Retention Procedures
System Network Analysis
- Achieve Efficient User Workstations
- Server Selection and Setup
- Analyze System Security
- Establish Network Administration