Bookkeeping
- General Ledger & Financial Statement Preparation
- Cash Flow & Budgeting Analysis
- Bank Reconciliation
- Bookkeeping (Monthly/Quarterly/Annual – as applicable)
- Accounting System Setup for New Businesses
- Personal Financial Statements
- QuickBooks Assistance
Reviews
Reviews provide a limited assurance of correct financial statements and are smaller in scope than audits. They are a useful tool when a full audit is not required. Our review engagements emphasize limited assurance along with constructive advice.
Tax Planning
General tax conditions are in constant change and require a thorough analysis and impact planning. We therefore take into account all current tax and business factors when creating a plan for your individual situation.
Payroll
Our payroll series are designed to free you from the on-going payroll duties and fear of missing important tax liability deadlines
Services include:
- Computation of payroll and tax liabilities according to whichever payroll schedule you choose: weekly, biweekly, semi-monthly, monthly
- Preparation of Federal and State payroll reports
- Recording deductions such as child support or other wage attachments
- Printing of payroll checks or setting up direct deposit of payroll
- Assistance with worker’s compensation and unemployment insurance audits
- Preparation of W-2 and W-3 forms as years end.
Tax Preparation
Our tax preparation services include but are not limited to:
- Corporate tax returns
- Partnership tax returns
- Individual tax returns
- Estate tax returns
- Non-Profit 990 tax returns
Business Consultations
Our services include but are not limited to:
- Type of entity selection (C Corporation, S Corporation, LLC etc.)
- Accounting software selection and implementation
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Tax Issue Resolution
We have many years of experience working with the IRS and can offer professional tax representation. Dealing with the IRS can be nerve-racking and time consuming; We are trained to talk directly to the IRS and if necessary negotiate on your behalf.
Services include:
- Filing delinquent tax returns
- Pursuing tax settlement options, including “offers in compromise”