What We Do
Tax Planning and Compliance Services
We provide tax return compliance services for individuals and businesses. We continuously monitor federal, state, and local tax law changes to help you minimize current and future tax liabilities. Our services include:
- Personal tax returns
- Business tax returns (S Corporations, partnerships, LLCs, sole proprietorships)
- Corporate tax returns
- Other tax returns (trusts, gifts, foundations)
- Tax representation for audits
- Amended tax returns
Accounting and Bookkeeping Services
We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our comprehensive accounting services include:
- Monthly, quarterly, or annual bookkeeping
- Management of accounts payable and receivable
- Preparation of general ledgers and monthly financial statements
- Payroll setup with trusted third-party providers
- QuickBooks consulting and troubleshooting
- Sales tax return preparation
- Form 1099 preparation
- Assistance with letters and notices related to your accounts