Manufacturing
You and your employees have worked hard; you’ve had to be ever-vigilant of the goods, services and creative capital that comprise the backbone of your business. Let us help you carefully protect what you’ve carefully developed. Beyond the basics of accounting, we specialize in applying Freeport exemptions and research & development tax credits to help you sustain efficient operations.
WHO WE SERVE
- Oil and Gas
- Communications
- Food
- Automobile
- Golf
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- Ceramics
- Metal Fabrication
- Packaging
- Medical Devices
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WHAT WE DO FOR YOU
Accounting
- Financial statements
- Payroll
Tax
- Quarterly and annual tax returns
- Tax reduction strategies
- Balance sheet planning
Audit
Retirement plans & pensions
- Plan setup and design
- Plan testing
- Filing Form 5500 Series
- Plan documentation
- 401(k) plans offered with highest 3(38) level of investment fiduciary management
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Mergers & acquisitions
- Preparation prior to sale
- Testing cash flow of agreement
- Tax implications
Business personal property tax
- Freeport optimization (through analysis of out-of-state transactions)
- Other cost-saving opportunities
Wealth Management
- Clear processes; evidence-based strategy; and client-centric implementation for accumulating and sustaining personal wealth
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