Timothy Imbrie, CPA, MBA is a full service Certified Public Accounting firm that specializes in helping small business owners with their accounting, bookkeeping, payroll, tax planning and income tax preparation needs.
Accounting
Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Tax
Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
Benefit
Plan Services
Our firm can help your firm weigh the complex benefits and
costs posed by todays qualified and non-qualified pension and
profit sharing plans, including 401(k), SEP, SEP IRA, Keogh,
life insurance and health insurance plans.
Tax
Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Bookkeeping Services/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash
Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectible receivables. Many of our clients state that
these value-added services are indispensable.
Tax
Preparation
Our firm offers professional tax preparation of all federal, state, and local tax returns at competitive, affordable rates.
Retirement
Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We can analyze your projected income and
expenses and suggest investment funding techniques to help
you make sure that your golden years 10, 20, and even 50
years from now live up to your expectations.
IRS
and State/Local Representation
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Financial
Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize -What If- planning scenarios to help management
foresee and plan for unexpected business
contingencies.
Financial
Statements
Our firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize the full profit potential of a business.
Payroll
Services
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state returns
and offer full magnetic media and electronic filing
capabilities.
Sales
Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Reviews
and Compilations
Our firm offers full Review and Compilation services for
small to medium sized firms.
Estate,
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Business
Benchmarking
Tailor-made financial analyses that can help business owners eliminate inefficiency and realize the full potential of their business.
Small Business
Consulting
We offer solutions tailored to meet the needs of small business owners including business entity planning, setting up financial systems, cost management and profitability analysis and more.