Services
ADVISORY
Our advisory services are developed from an understanding of what an entrepreneur wants and needs from their business planning. We provide personal, tailored coaching to ensure you have the right solutions and plan in place.
Many CPA firms focus on two main objectives: filing your tax return and minimizing taxes. Those objectives are valid, but are only a piece of the puzzle for your business. Advisory services should include a comprehensive business and tax strategy, including identifying short-term and long-term goals for your business to help you increase your net worth.
Unlike many CPA firms, we strive to take a proactive approach to our clients’ tax situation, rather than reacting to it, often too late. We get to know you and your business so that we can work together to develop an effective and efficient tax and wealth-building strategy.
TAX
We understand federal, state, local, and international tax compliance can be both a time and financial burden. At A+P you’ll find friendly tax professionals who actually enjoy helping you file your tax returns and provide consulting services on tax transactions and tax-savings opportunities.
We can serve the tax needs of:
- Individuals
- Partnerships/LLCs
- S corporations
- C corporations
- Not-for-Profit organizations
- Trusts
- International tax reporting
We provide consulting on a wide range of tax-related transactions, including:
- Tax credits, including research & development and historic tax credits
- Mergers & acquisitions
- New business setup
- Crypto tax
- Retirement
- Estate & gift planning
- Business exit strategies
- Real estate transactions
- Capital gain transactions
- Sec. 1031 like-kind exchanges
- International tax
- Financial planning and wealth management
- State income tax
AUDIT AND ASSURANCE
Our experience assurance team can assist with your financial statement requirements from an interested third party. We are well-versed in Generally Accepted Accounting Principles (GAAP) and stay current with new developments and pronouncements as they are issued. We have established processes and procedures to perform engagements efficiently and effectively.
Our goal is to help you meet your industry and financial regulatory requirements and provide you with recommendations for areas of improvement.
We provide assurance services, including:
- Audits
- Reviews
- Compilations
- Employee benefit plan audits
- Agreed-upon procedure engagements
- New accounting standards implementation
ACCOUNTING
As a business owner, you have more important things than keeping your own books. We can help you get back to the job of running your business and generating profits. Accounting tasks form the solid foundation for your business accounting system.
We provide a range of accounting services, including:
- Journal entries
- QuickBooks training and setup
- Bank reconciliations
- Transactional consulting
- Annual and quarterly payroll filing
COST SEGREGATION
Cost segregation is a powerful tax strategy that accelerates depreciation deductions on commercial and residential real estate properties. By properly identifying and reclassifying building components and land improvements, you can increase your cash flow and reduce your tax burden.