With the complexity of today's marketplace, effective accounting services and consulting can be the difference between success and failure. To assist his clients with the increasingly complex rules surrounding financial decisions, the firm offers a wide range of services for both individuals and businesses. Because the firm is actively growing, clients benefit from receiving personalized, quality service beyond comparison. Below are listed client services along with brief descriptions.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service the firm provides, it would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Tax Services
  • Construction Contractors
  • Accounting Services
  • Bookkeeping/Write-Up
  • Financial Statements
  • Compilations
  • Consulting Services   

    Tax Services
    Matt takes a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, he is in a strategic position to identify key tax planning opportunities that minimize both your current and future tax liabilities. He provides his individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    *Tax planning & return preparation Barton Oaks Plaza

    - Individuals

    - Corporations

    - Partnerships

    - LLCs/LLPs

    - Estates, trusts & gift

    *Taxing authority representation

    *Divorce and support issues

    *Tax effects of buying/selling a business

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    Construction Contractors
    The firm works closely with residential and commercial construction contractors, as well as their related vendors. Matt has hands-on experience in construction from his years spent working in a family-owned underground utilities company. With his unique experience, Matt can fully understand the challenges facing contractors, and speak to them in their own language.

    The current economic climate has had a massive negative impact on the construction industry. In addition, banks and insurance agencies have become increasingly more strict concerning their financial reporting requirements for lending and bonding. Matt understands and works hand-in-hand with a network of insurance agents and lenders that can assist you in your needs. Whether you have had statements prepared for years or this is your first time, Matt can fully assist you in preparing reviewed or complied financial statements, as well as job schedules, statements of cash flows, or other reports.

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    Accounting Services
    Providing financial information to clients in a timely and accurate manner is a commitment that cannot be compromised. The firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Personal financial statements

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. The firm can assist you with the day-to-day tasks associated with bookkeeping.

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    Financial Statements
    Matt can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

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    Compilations
    Matt views his role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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    Consulting Services
    Matt gauges his worth by the personal and business successes of his clients. He can help your business 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, he provides comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which he provides consulting services:

    *Accounting software selection and implementation

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Financial & retirement decisions

    *Estate, trust & gift planning

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