© 2019 by Newport Financial Services.

Services

Tax Preparation & Planning

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I can develop various tax strategies that take advantage of any new laws and legislation.  In addition, tax planning is essential in providing effective tax services. 
​​My firm is all electronic for both Federal and various states.   Your information can be sent to us in both paper and electronic form.  

 

Bookkeeping/ Write-Up

 

Meaningful, well-organized financial records ensure that your business operations will run smoothly and 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 tasks associated with bookkeeping as well as review and analyze general ledger transactions.  We employ Quickbooks online for your companies record keeping needs.
 

IRS/VA Representation

 

During our many years of experience dealing with various tax authorities, we have achieved a level of competence that can ensure our clients they are being properly represented on both the Federal and State levels.

Business Entity Selection

 

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan succession plan.

Management Advisory Services

 

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term goals and develop specific strategies to facilitate your company’s future growth and success.  Our team can provide CFO services on a as needed basis to your company.
 

Business Consulting

 

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas adversely affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive and flexible strategies that address the issues affecting your business.