OUR SERVICES
Tax Planning
We help guide you through the tax consequences and help you prepare for your tax liability.
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Develop proactive tax planning strategies that are designed to minimize tax liabilities.
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Solve tax problems and handle the details by client-authorized tax power of attorney.
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Projecting Taxes by analyzing monthly financial statements & future expense estimates.
Tax Preparation
We prepare Federal and State returns for:
Individual
Business
Not-for-profit
Gift
Trust and Estate tax returns.
Bookkeeping
We provide services tailored to your company's needs. Keeping accurate books allows you to make accurate and timely management decisions.
Here’s a full list of our bookkeeping services:
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Outsourced Bookkeeping
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Reconciling Bank Accounts
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General Ledger Balancing
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Month End Journal Entries
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Invoice & Cash Receipts
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Vendor Disbursements
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Month End Closing
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Sales Tax
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Use Tax
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Reporting
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Bookkeeping Assistance
Payroll
Payroll services can be tailored to your need. We offer full-service payroll along with monthly, quarterly, and annual filings.
Individual Consultation
We provide tax consultations in many areas, including:
Business Entity Selection
Estate Planning
Retirement Planning