At Latham Nadboralski & Lin, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities and keep you on track to your financial goals. Our expertise, experience, analysis and research allow us to optimize opportunities. We are knowledgeable and up to date on the tax laws and can make sense of your tax information, plans and notices.

From start-ups to established enterprises, businesses rely on accurate and insightful information in order to reach profitability and capitalize on new opportunities. Latham Nadboralski & Lin's accounting services steer you closer to these goals with record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment and tax planning.

These services include but are not limited to:

• General ledger preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Corporate tax planning and return preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Latham Nadboralski & Lin's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Latham Nadboralski & Lin's goal is to help you reach your financial goals and maintain a planned retirement. The road to retirement is a long one and we can help you to take the proper steps to approach your goals.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Latham & Nadboralski offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Latham Nadboralski & Lin can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Latham Nadboralski & Lin can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready and willing to answer any and all questions the IRS may be asking of you.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Latham Nadboralski & Lin can help you plan cash flow levels by tracking sources and uses and budgeting accordingly. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success.