Services
From basic accounting to the most complex issues, you can count on our experience and expertise to provide efficient solutions… and we’re available when you need us!
We offer a broad range of specialized services tailored to your unique needs.
Tax Services – Planning and Preparation
Our position is that our clients are entitled to every opportunity to minimize their taxes within the standard of the law. Our proactive tax planning and return preparation services include both traditional and non-traditional structures for:
• Individuals
• Corporations
• Partnerships
• Limited Liability Companies
• Trusts
• Estates
• Gifts
IRS Representation
With over 30 years of successful experience, should representation for tax examination be required you can count on us. Understanding precisely what to expect offers our clients a great advantage. We know how to approach the IRS for specific situations, and we work to make sure you know all of your options and their implications. If needed, we also work with tax attorneys. With Shirley “Toni” McCord, CPA, APAC beside you every step of the way, you can rest assured that you are represented properly, fairly, and to the best of your own advantage.
Tax Problem Resolution
As a Certified Tax Resolution Specialist (CTRS) from the American Society of Tax Problem Solvers, and a member of the Tax Representation Network (TRN), Toni McCord brings exceptional knowledge and expertise to every tax problem her clients may face. Continually growing her education in the field of tax problem resolution allows her to assist clients beyond traditional representation, and provides the additional benefit of peace of mind while going through the resolution process.
Payroll Tax/Sales Tax Preparation
Our payroll and sales tax preparation processes as well as our continuous monitoring of federal, state, and local tax laws ensures that your returns are complete and accurate, reflecting every possible tax savings.
Business Consulting
With a view to preserving resources and maximizing profits, our business consulting services can assist you with strategic business plan development, including:
• Financial activity based projections for profitability enhancement
• Merger and acquisition consulting to maximize return on investment
• Preparation of loan presentation packages that inform lenders
• Business valuations for sales, mergers and acquisitions
• Bankruptcy planning, accounting and forensic investigations
• Purchase investigations to fully inform buyers and sellers
Litigation Support
With a history of providing support for attorneys and their clients, we can assist in accomplishing litigation objectives through:
• Fraud detection
• Business valuations
• Analyzing and explaining complex financial transactions
• Tax impact calculations
• Forensic and investigatory accounting
• Marital dissolutions