Offering clients a full range of services
We provide a wide range of services to our individual and business clients. We work at providing the quality of service you would get at a large firm with the personal attention and warmth that you would get at a smaller firm. It is not just about getting your taxes done; instead, we are about using our training to help you sleep better at night. Some of the services we provide are:
- Reviewed & Compiled Financial Statements
- Accounting Services
- Bookkeeping/Write-Up
- Financial Forecasts & Projections
- Tax Preparation Services
- Estate & Trust Tax Preparation
- IRS Representation
- Tax Planning
- Consulting Services
- Accounting Software Selection & Implementation
- Business Entity Selection
Financial Reporting Services
Reviews and Compilations
Our role in the financial reporting process is an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We do not audit financial statements, but we will issue review (analytical procedures and inquiry) reports and compilation (taking your numbers and putting them in the right format without any verification) reports.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Accounting Services
Many businesses need help in recording transactions and maintaining their books. At J&C, we will help you enter original transactions or record journal entries to allow you to understand what is happening in your business. No matter the level of service required, we are able to help you to manage your business with timely and accurate financial information. Examples of our accounting services include:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
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. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.
Tax Services
Tax Preparation Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our 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 and tax return preparation
Individuals
Corporations
Partnerships
LLCs/LLPs
Estates, trusts & gift
Not-for-profit organizations - Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Consulting Services
Consulting Services
We gauge our worth by the personal and business successes of our clients. We 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, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Business valuations
- Buying/selling a business
- Financial & retirement decisions
- Estate, trust & gift planning
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.