Sunday, September 05, 2010

Our Berea Office:
208 Pauline Dr,
Suite D
P.O. Box 958
Berea, KY 40403
(859) 986-3756 phone
(859) 986-0103 fax

Our Lexington Office:
501 Darby Creek Rd, Unit 24
Lexington, KY 40509
(859) 543-1587 phone
(859) 543-1498 fax

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Services

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.

  


 
We offer QuickBooks training and support by a Certified QuickBooks ProAdvisorQuickBooks Assistance
 
We offer QuickBooks training and support by a Certified QuickBooks ProAdvisor.

 

 
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.
 
Bill paying/Check writing

We offer complete bill paying/ check writing services to our clients, therefore, eliminating the need for additional employees. 
 
Tax Preparation
 
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
 
Bookkeeping/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.
 
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.
 
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.
 
Litigation Support
 
We can provide a full range of assistance for you and your legal counsel.
 
Compilation, Review and Audit Services
 
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
 
Buying & Selling a Business
 
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
 
Financial Forecast and Projections
 
Our firm provides complete financial and business forecasting services, including performing projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.
 
Sales Tax Services
 
Our firm prepares all sales tax filings and offers full sales tax audit representation.
 
Estate, Gift & Trust Tax Return Preparation
 
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
 
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 a businesses full profit potential. 
 
Consulting Services
 
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
 
Estate Planning
 
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
 
Fraud Prevention & Detection
 
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement systems to deter fraudulent activity. We have over 13 years of auditing experience. 

Sammy K. Lee, Certified Public Accountant  |  208 Pauline Dr, Suite D  |  Berea, KY 40403  |  859-986-3756

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