Our Services
Business Services
Entity Services
Tax Planning
Tax Return Preparation
Business Valuations
Financial Statement Preparation
Sales and Use Tax Compliance
Correspondence with Taxing Authorities
Personal Services
Tax Return Preparation
Tax Planning
Gift Tax Return Planning and Preparation
Trust and Estate Return Preparation
Retirement Planning
Correspondence with Taxing Authorities
Property Tax/Rent Rebates
College FAFSA forms
Advisory Services
Business Sales, Aquisitions, Mergers, and Dispositions
Succession Planning/Business Forecasts
General Business Consulting
Controllership Services
Bookkeeping Services (Including Bill Paying/Invoicing)
General Ledger Maintenance
Bank Statement Reconciliations
General Advisory Services to Owner/Board
Financial Statement Preparation
Payroll Services
Weekly, Bi-weekly, or monthly payroll processing
Direct Deposit Available
Quarterly and Annual Payroll Tax Return Preparation
Wage and tax law updates impacting the client and employees
Quickbook Pro Advisor Services
(training, setup, troubleshooting and maintenance)
Additional Services
Auditing Services
Retirements
Non Proft Organizations
Tax Compliance
Bookkeeping
Tax Return Preparation
Financial Statement Preparation
General Advisory Service
Attend board meetings to review financial statements