Services

TransAct helps you reach for business—and personal—success

As a member of your team, TransAct offers a number of services and tools for conducting good business, customized to your specific requirements. We work hand in hand with you to develop strategic solutions that will work for your business now and in the future. And we respond quickly, efficiently and in a timely manner.

At TransAct, we have one goal in mind: helping you reach for your goals and dreams.

Tax Consulting and Tax Compliance

(for income, property, sales, gift and estate taxes on the local, state and federal levels)

Tax planning
Tax reduction strategies
Tax return preparation and review
Estate and trust tax planning and return preparation
Strategic business structure
IRS representation (for audits and collection matters)
Tax law (analysis and updates)

Finance Management

Accounting
Accounting processes
Payroll services
Accounting operations review
Financial statement preparation and analysis
Cash flow and budgeting analysis
Accounting software selection and implementation
Strategic financial business planning (for operational and growth capital)
Estate planning (personal and business)
Retirement planning (personal and business)

Business Advisory and Planning Services

Business Start-ups
Business entity selection
Proper filings for taxes at local, state and federal levels
Customization of accounting procedures according to business and personal needs
Education on financial aspects of running a business
Strategic budgeting, financial forecasts and projections, cash flow analysis
Entrepreneurial Endeavors
Consultation on buying and selling a business
Consultation on financing a new venture
Succession Planning
Family-Owned Businesses
Planning for business and family needs
Ownership transitions
Compensation planning
Retirement planning