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Accounting and Tax

Why do you need financial statements? Properly prepared and designed financial statements will be available for the following purposes:

➢ To professionally present to financial institutions.

➢ To assist in the analysis of practice results.

➢ To present diagnostic ratios which help identify problems.

➢ To allow for the development of practice budgets for long-range planning purposes.

➢ To provide detailed presentation of productivity and collection ratios for management purposes.

Our services include:

  • Statistical benchmarking
  • Monthly financial statement preparation
  • Maintenance of income distribution/expense allocation reporting
  • Internal credit control accounting systems
  • Tax planning projections
  • Tax preparation corporate/personal
  • Entity choice analysis
  • Retirement plan administration
  • 1099s
  • Business personal property tax reports
  • Bank reconciliation