Our Offered Services

Tax Planning and Preparation

We offer comprehensive tax services designed to minimize your tax liability and ensure compliance with regulations. Our team works with both individuals and businesses to provide :

• Tax Preparation : Accurate and timely preparation of federal, state and local tax returns for individuals, corporations and partnership. We are not taking on any estates at this time.
• Year Round Advisory : Whether you are switching jobs, retiring, owed money last year or are about to pull money from retirement we are here to give you ongoing tax advice to help your long term goals.
• IRS Notices : No one enjoys opening up their mailbox to a letter from the government, unless it’s a check. We are here to educate and walk you through any tax notices that you may get. (Please note that this service is only provided to current clients)

Accounting & Bookkeeping

We provide accurate, reliable accounting and bookkeeping services to help you stay organized and make informed business decisions. Our team works to provide :

• Monthly Bookkeeping : Recording and categorizing transactions, bank reconciliations and maintaining up-to-date financial records.
• Financial Reporting : Preparation of balance sheets, income statements and cash flow repots to track your businesses performance.
• General Ledger Maintenance : Ensuring your books are clean, organized and ready fior year end reporting.
• QuickBooks Setup : We use QuickBooks software for our clients. We can help get you set up with either desktop or online QuickBooks as well as get you a discount on the software.

Payroll

We offer complete payroll solutions to ensure your employees are paid accurately and on time, while keeping you compliant with ever-changing tax laws. Our services include :

• Payroll Processing : Accurate calculation of wages, deductions, bonuses and direct deposits. We can do weekly, bi-weekly or monthly payroll and can do it in either check or direct deposit form.
• Tax Withholding & Filing : Management of federal, state and local payroll taxes, including the filing of them and year end reporting. This includes the creation and delivering of W-2’s and 1099’s to your employees.