OUR SERVICES

Tax Planning

We help guide you through the tax consequences and help you prepare for your tax liability.

  • Develop proactive tax planning strategies that are designed to minimize tax liabilities.

  • Solve tax problems and handle the details by client-authorized tax power of attorney.

  • 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:

  • Outsourced Bookkeeping

  • Reconciling Bank Accounts

  • General Ledger Balancing

  • Month End Journal Entries

  • Invoice & Cash Receipts

  • Vendor Disbursements

  • Month End Closing

  • Sales Tax

  • Use Tax

  • Reporting

  • 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

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TEL: 636-757-3555