Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Don’t buy or sell a business without consulting with JC Income Tax Service. All terms of the sale are subject to negotiation, and we can help you understand all of the details and get the best deal possible.
Business Loans
Do you need a line of credit, term loan, or commercial loan for your business? We can help you present the financial profile of your company in the best way possible, so that you qualify for the best rates and most favorable terms.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Real Estate
For the convenience of our clients, we provide a variety of real estate services:
- Buying or Selling your real estate property
- Mortgage
- Refinance
Home Buyers
If you are in the market to purchase a home, trade up to a larger home, or even trade down to a retirement home, let us know. As licensed real estate professionals, we have access to thousands of listings of homes for sale and can help you find one that is perfect for your family and for your budget.
Home Sellers
Your home is one of the largest investments you will ever own. Why entrust a sale to strangers. We will handle all details of showing you how to price your home, prepare it for sale, list it with multiple listing service, and get it sold. We will control who sees your home and make sure that all details are handled in a professional way. And when it comes time to negotiate the sale, we are on your side every step of the way.
Real Estate Investors
Let us know what types of properties you are in the market to buy. There are plenty of bargains in the market today, but they don’t stay on the market long. We can help you get there first.
Commercial Real Estate and 1031 Exchange
If you need to buy, sell or exchange a retail location, warehouse, office building, or apartment building, we are experts in helping you determine the right listing price, exposing the property to the market, and negotiating all details of the purchase or sale.
Mortgages and Refinancing
As licensed mortgage agents, we can help you find the optimal first or second mortgage, whether you are buying a home, refinancing, or are in the market for a revolving line of credit secured by a second mortgage. We are experts in loans and can help you shop hundreds of banks and lenders for the best loan for your needs.
Real Estate Investors
Let us know what types of properties you are in the market to buy. There are plenty of bargains in the market today, but they don’t stay on the market long. We can help you get there first.
Retirement Planning
Wealth creation and preservation is our primary focus. Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, and the negative economic impacts of social, political, and natural events.
Our Goals:
- help improve your standard of living
- help maximize your wealth
- help prepare for your retirement
- help preserve your estate
Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.
Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your planning process – not the first.
Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan. Contact us for more information.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.