Comprehensive services include:

• Tax Planning and Income Tax Projections

  Planning is necessary to achieve success. Your personal goals are integrated with the corporations that you own. Your tax strategy needs to be periodically evaluated to make sure you are maximizing all available tax benefits and minimizing exposure. At SJG we understand this and provide solid expert tax advice and planning the current economic conditions demand. We make sure you keep more of what you earn.

  • Mid-year analysis
  • Year-end tax implications
  • Comparison of various business alternatives

  
  
  
• Business Consulting

  From proper entity selection at the beginning of the business cycle to developing an exit strategy, SJG is available to advise business owners of the choices available to them.

  • Mergers and Acquisitions
  • Business Expansion
  • Executive compensation plan evaluations
  • Entity selection
  • New business ventures
  • Exploration of business opportunities
  • Hiring of staff
  • Development of budgets & forecasts
  • Buy/sell agreements
  • Transactional structure
  • Succession planning
  • Litigation Support

  
  
  
• Tax Preparation

  Utilizing state of the art software is only the beginning. Preparing a tax return is not as simple as keying numbers into a form; SJG looks at a multitude of situations, in order to determine how to prepare your tax return, minimize tax liability and project into the future for the best long term results.

  • S-corporation income tax returns
  • C-corporation income tax returns
  • Partnerships income tax returns
  • Estates income tax returns
  • Trusts income tax returns
  • Profit Sharing Plan returns
  • Not-for-profit income tax returns
  • Individual income tax returns
  • Multi-state income tax returns
  • Sales tax returns
  • Business Personal Property Tax Returns

  
  
  
• Accounting Services and Financial Statement Preparation

  A wise man once said: “The only way anyone knows you is the way you look on a piece of paper”. What are your financial statements saying about you?  Do they show a complete picture of your business?  Are they easy to read? Are they comprehensive and most importantly, are they accurate?  SJG prepares and analyzes financial reports that give investors, franchisors and managers the information they need for decision making, setting goals and budgeting. Even if you are just beginning a business we offer advice on how to set up the most cost-effective financial systems and internal controls.

  • Monthly, Quarterly, Semi-Annual financial statements
  • Compilation services
  • Comparative budget to actual statements
  • Personal financial statements
  • Internal control reviews
  • Forensic Accounting

  
  
  
• Trusts and Estates

  You focus on living, building a business, raising a family and preparing for retirement. SJG provides knowledge and direction in this process, working closely with legal and financial professionals to provide advice and counsel.

  • Family Limited Liability Companies
  • Limited Partnerships
  • Annual Gifting
  • Qualified Subchapter S Trusts
  • Charitable Remainder Trusts
  • Minor’s trust planning

  
  
  
• QuickBooks ProAdvisors

  QuickBooks is the most widely used accounting software. Its ease of use and flexibility have helped to make it so popular. Knowing how to customize QuickBooks for your specific business requires skill and strong accounting knowledge. SJG employs professional staff members who consistently maintain the QuickBooks ProAdvisor Certification with experience in all versions, including QuickBooks Enterprise Solutions. We know how to customize QuickBooks to fit your unique business needs.

  • Complete system set-up & customization
  • Inventory customization
  • Specialized reporting features
  • Pay-pal and credit card acceptance integration
  • Complete use and knowledge of all on-line versions
  • QuickBooks in Mac environments
  • Training in-house staff on QuickBooks usage
  • QuickBooks software support services for business owners and their staff

  
  
  
• Representation before Taxing Authorities

  Given the power of many government taxing authorities, the intimidation that many business owners feel is understandable. The staff at SJG is qualified to provide professional representation and negotiation before tax agencies.

  • Internal Revenue Service and State income tax audits
  • Property tax divisions
  • Payroll and sales tax authorities
  • Delinquent tax returns
  • Unfiled returns
  • Responding to Notices
  • Offer in compromise
  • Tax liens or levies
  • Payment negotiation
• Personal Financial Planning

  Working with you to document your financial goals, develop a strategy for achieving them, and walking you through the steps to get them accomplished is our goal. We don’t sell products, instead we provide objective and independent financial advice based upon your specific facts and goals related to retirement, insurance, investment strategies, succession planning, multiple generation planning and planning for transfer of assets upon death.

  • Retirement (How much to save? How much to spend?)
  • Insurance (Do I have enough? Do I have the right kind?)
  • Investment strategies
  • Succession planning
  • Multiple generation planning
  • Estate planning (Transferring assets upon death)