Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


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 we provide, we would be more than happy to refer you to a qualified professional.


Other Services

Other Services

Due to our diverse client base, the staff at Profit Maximizers, Inc encounters a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Elder Care Services

*Asset protection

*Bankruptcies

*Litigation support

*Cash flow forecasting

 

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we at Profit Maximizers, Inc. feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & compiled financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

 

Compilations

At Profit Maximizers, Inc. we view our 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.

 

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. Profit Maximizer, Inc.'s qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

 

Financial Statements

The staff of Profit Maximizers, Inc. 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.

 

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. The staff of Profit Maximizers, Inc. can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

 

Tax Services

Tax Services

At Profit Maximizers, Inc. 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 & 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

 

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff at Profit Maximizers, Inc.  can develop tax strategies that take advantage of new tax laws and legislation.

 

IRS Representation

During our years of experience dealing with many taxing authorities, the staff of Profit Maximizers, Inc. have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

 

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 at Profit Maximizers, Inc. can guide you through the complex process of getting your financial affairs in order.

 

Consulting Services

Consulting Services

At Profit Maximizers, Inc. 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

*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 at Profit Maximizers, Inc. can help you choose and implement the system that best fits your needs.

 

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we at Profit Maximizers, Inc. are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

 

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. The staff of Profit Maximizers, Inc. can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

 

Business Consulting

At Profit Maximizers, Inc. 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.

 

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. The professionals at Profit Maximizers, Inc. 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.

 

Miscellaneous

Elder/Personal Care

According to the American Institute of Certified Public Accountants, Elder Care Services have been developed specifically to provide the elderly with the opportunity to live out their lives with dignity in the home of their choice, protected from predators who might take advantage of them.

Whether you are an older adult faced with the often confusing tasks of handling the financial and business details of daily living, or you are the child of aging parents caught in the middle of addressing their needs and those of your own family, Elder Care Services provided by the staff of Profit Maximizers, Inc. can help.

Our professionally trained staff can take care of the details, supporting independent living while fostering a sense of security and well-being that cannot be found when you are left to handle the details by yourself. We will do as much or as little as you need us to do.

We see some clients once a quarter to simply balance the checkbook and record everything using a computer program so that all the information is available for tax return preparation. 

For other clients we actually receive their mail and prepare checks for their Power of Attorney to sign. We DO NOT become the person's Power of attorney so we are sure we do not have any conflicts of interest.

 

HomeFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksContact Us