Services

ACTS Financial Services provides tax services, accounting services and personal services. A detailed description of our services are listed below.

Accounting Services

Audits, Reviews, Compilations
Comprehensive financial audit, review and compilation services that attest to the reasonableness of disclosures, the freedom from material misstatement and the adherence to the applicable generally accepted accounting principles.

Strategic Business Planning
Assist in establishing an organizational blueprint/guide regarding how your organization will reach its financial goals. Non-Profit Organizations. Provide relevant tax services for completing all tax filings, organizational accountability, and records of development activities.

Business Entity Selection
Choosing the correct form for your business, whether sole proprietor, limited liability company, or S-corporation, is a crucial decision that can have longstanding tax implications, positive or negative. We 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.

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. Our qualified staff can assist you with the day-to-day routine accounting transactions.

Tax Services

Preparation
Prepare and provide a copy of all tax documents for federal and state income tax returns.

Planning
Assist and make recommendations to develop a financial plan or budget for spending and saving future income.

Problems
Assist in understanding and resolving IRS-identified issues or those identified through the day-to-day review of your previous accounting procedures.

Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.

Personal Services

Our firm offers a wide range of services. Clients benefit by getting superior personalized service that is beyond comparison.  We can help your business identify areas that affect profitability and growth and help develop solutions that are practical. For any business, we can be that “sounding board” for management by providing business consulting.  For the individual, we provide financial counseling and financial planning, as needed.  

Due to our diverse client base, we encounter an array of financial and tax issues.  Over the years, we have gained valuable experience in numerous specialized areas.   We believe our ability to provide such a variety of services reflects our dedication and competency to provide quality client service. The following is just a few of the areas in which we provide personal financial consulting services:

• Accounting software selection
• Business entity selection
• Buying/selling a business
• Computer systems
• Personal financial decisions
• Financial and  retirement decisions 
• Estate, trust, and gift planning guidance
• Capital structure
• Business finance
• Start-up services
• Business consulting
• Retirement planning
• Executive compensation