Our Services

Accounting Services | Tax Services | Management Consulting
Estate, Trust and Gift Planning | Business Solutions | Other Services

We are aware of the importance of having your accounting records prepared on a timely basis. We effectively and efficiently use state of the art computers to enhance our bookkeeping process so that we may provide you with the information needed to properly manage your business. We compile all financial data and give you complete and accurate reporting packages.

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Tax planning is critical to any organization or individual. Integrated Professional Services specializes in the taxation of sole proprietorships, closely held corporations, partnerships, LLCs and LLPs, all with an emphasis on individual tax planning. The primary mission of our tax practice is to assist clients in maximizing shareholder and individual wealth by achieving the most favorable tax posture within the context of proper business and personal financial planning. Tax services are viewed much more than just meeting compliance deadlines. Our approach includes communication and interaction on a continuous basis, which enables us to gain an understanding of your objectives.

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The firm's consulting expertise covers a broad spectrum of functional areas including electronic data processing environments, market and financial planning, personal financial planning (including estate and trust planning), and organizational management skills.

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Through various estate, trust and gift planning strategies we can help you increase your net worth and preserve your assets for the next generation. Estate, trust and gift taxes can be quite costly, however proper planning can greatly reduce these costs.

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Proper business structure plays a vital role in tax planning. Integrated Professional Services will help select the proper business organization for you and your specific needs. In addition, as your business advisors we assist in loan applications, formulating business policies and other business advice to help you achieve your business goals.

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	Personal Financial Management (i.e. bill paying)
	Business sales and acquisitions
	Real Estate sales and purchases
	Pension and profit sharing plans
	Equipment purchasing
	Retirement planning
	Federal and State Taxing issues
	Marital Litigation

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Our Home Page

Tax Planning

Investment Review

Financial Planning

Estate and Gift Planning

Recordkeeping

Business Problem Solving

Financial Statements and Audits

More Than a Tax Return

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