FEATURED SERVICES
TAX PREPARATION SERVICES
Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may not be aware of. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, LLCs. Trusts and estates. Download Tax Organizer 2008.pdf
DEBT ELIMINATION STRATEGIES
Many Americans are facing the pain of mortgage, large credit card or student loan balances that they do not know how to pay off. We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. Specifically, we offer our Cash Flow Auditor™ Program, your Financial "Personal Trainer". The Cash Flow Auditor™ program is a process we designed to dramatically improve your finances without changing your current spending habits. We first audit your financials to ensure that you make the best use of your current cash flow. Because debt eats up such a big portion of a business or family’s cash flow, we focus heavily on specific lending techniques designed to significantly reduce interest costs and the payoff time of the loan. But we don’t stop there! We further drill down on your financials to help you restructure your cash flow and find hidden money to improve your financial position in as little as a few months. Learn More>
COLLEGE ADMISSIONS and FINANCIAL PLANNING
College admissions has become one of the most emotional and competitive events in your child's life. In addition, today's high cost of a college education ranks as one of the largest expenditures you'll ever make in your lifetime. College should be one of the most joyful events in your family's life. Unfortunately, it has become complicated and expensive. We can show you a better way. Our services are tailored to cover the three primary areas of focus that any college bound family will need. We focus on the three main areas for success, (1) Getting In – through Admissions, Career Planning and College Selection, (2) Lowering the Costs – by exploring Financial Aid, Grants & Scholarships and (3) Paying for it – using Proven Financial Planning Concepts. Click to visit our Sister Company Clear Light College Success !
RETIREMENT PLANNING
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs. We can analyze your projected income and expenses and suggest investment funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations. We suggest that you explore our Retirement Financial Calculators to find out where you are now and where you need to be. We can certainly show you how you can reach your goals and dreams.
VIRTUAL ACCOUNTING OFFICE
Given today’s uncertain economic climate, our AccountPartner™ service may be the perfect solution for your business. Your survival may well depend on the need to “downsize” or “right-size” your overall operation. Thanks to technology you may find that many of your administrative overhead functions can be contracted out. Your Accounting office may be one of them. We believe that the Accounting function exists on three levels. Level one is a basic data entry and transactional function, level two is more skilled in reconciling accounts with some account analysis. Finally, level three is heavier in account analysis and the ability to interpret financial results on which you make sound business decisions. With our AccountPartner™ service you may realize all three levels as well as a healthy savings in overhead. Learn More>
IRS/STATE and LOCAL REPRESENTATION
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We carefully analyze your unique situation and provide you with a realistic assessment of your options. We can file your back year’s tax returns, help take the pressure off collection efforts, help preserve your assets, help ensure you’re your rights as a taxpayer are maintained and help arrange viable payment plans. We are also experienced in negotiating Offers in Compromise with the IRS.