Accounting is far more than handling taxes. We work closely with our clients, establishing a comprehensive strategy that will maximize efficiency and minimize waste year-round. The first step in this process is gaining a thorough understanding of you and your business, so that we can suggest creative financial solutions that improve operations and allow you more time to focus on running your business day-to-day.

With over 75 years of experience and diverse financial expertise, we can help you recognize and correct a broad range of issues that affect businesses of all sizes. Whether yours is a new or established organization, we will help you find a path to more efficient management and long-term success.

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May 1, 2020

Rolling over capital gains into a qualified opportunity fund

If you’re selling a business interest, real estate or other highly appreciated property, you could get hit with a substantial capital gains tax bill. One way to soften the blow — if you’re willing to tie up the funds long term — is to “roll over” the gain into a qualified opportunity fund (QOF). What … Continue reading Rolling over capital gains into a qualified opportunity fund

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May 1, 2020

Heed the lessons of your tax return and check your withholding

Every year’s tax return provides valuable lessons on the optimal amount that taxpayers should have withheld from their paychecks. Heeding these lessons is especially important if you end up owing a substantial amount of money. Of course, even if you get a nice tax refund, that shouldn’t necessarily be your goal. It essentially means you’re giving … Continue reading Heed the lessons of your tax return and check your withholding

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May 1, 2020

Benefit with a twist: The Roth 401(k)

Most everyone has heard of a 401(k) plan, and a sizable number of adults likely have at least a passing familiarity with the Roth IRA. What remains less well known among job candidates and employees is the Roth 401(k) plan. This retirement benefit with a twist might be worth offering to your staff, so long … Continue reading Benefit with a twist: The Roth 401(k)

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