Areas of Practice
ACCOUNTING
Well-organized and timely financial records help ensure efficient day-to-day business operations. Our firm provides a full range of cost effective accounting services including bookkeeping, general ledger & financial statement preparation, accounting system setup for new businesses, and personal financial statements.
ESTATE PLANNING
Estate planning is a crucial component of your comprehensive financial plan. Proactive planning can give you increased control, privacy, and security of your legacy. We navigate estate and gift taxes, wills, trusts, and other important concepts so you can carefully and confidently plan your estate.
BUSINESS CONSULTING
We can help identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies across various areas that address the issues affecting your business.
FINANCIAL PLANNING
Managing your wealth through ever changing market conditions, trends, tax law, and your evolving goals can be overwhelming. In collaboration with McCann Wealth Management, our goal is to integrate every aspect of your financial life to create effective comprehensive financial plans.
BUSINESS ENTITY SELECTION
Choosing the form of entity of your business (S-Corp, Sole Proprietor, LLC, etc.) is a crucial decision that can have longstanding tax implications, both positive and negative. We can evaluate the pros and cons of each entity type to help you determine the most advantageous form of business structure for your company.
TAX PLANNING AND PREPARATION
Whether you are an individual or have a complex entity structure, we can develop tax strategies that take advantage of new tax laws and legislation. Our investment in tax preparation and research software enables us to accurately and efficiently prepare returns for both individuals and businesses of all entity types.