Back to top

Services

Our knowledge of the tax system and dedication to the subject offers you the opportunity to significantly reduce your exposure to taxation. We can analyze your personal or business circumstances and offer a solution that while operating fully within the legal tax system will provide an excellent return.

It is one of the most often heard stories that each year the treasury rakes in a fortune from taxes overpaid either in error or apathy. It is our commitment to attempt to redress that balance on your behalf.

Accounting & Bookkeeping Services

Process invoices, payables and financial statements for you including profit & loss, balance sheet and detailed general ledger. Reconcile your business bank accounts. Meet with you in person and review the financial statements. Provide advice and discuss the tax consequences of the current financial results and plan to reduce your taxes as much as possible. more info...

Tax Services

We will provide you with consultation on general business issues or specific tax questions regarding: Corporate, Partnerships, Sole Proprietorships, Personal and Out-of- State returns. more info...

As an Enrolled Agent, we are designated to Represent you before the IRS. We prepare all federal and state personal, and business returns (1120, 1120S, 1065), Estate returns (706 and 1041). Representation includes Audits, Collection Division and Offers in Compromise.

Payroll Services

Payroll services includes employee payroll processing, as well as preparation of all Federal and State required payroll Tax Returns. Annual services include W2s and 1099s. more info...


Accounting Services

On a monthly or quarterly basis, depending on your needs and the size of your business, we will provide the following services:

  • Prepare a set of financial statements for you including profit & loss, balance sheet and detailed general ledger. These statements will provide information on the profitability and net worth of your business and help track payments.
  • Reconcile your business bank accounts. This is a very important, as it will provide you with a correct bank balance on a monthly/quarterly basis which will allow you to better manage your cash.
  • Meet with you in person and review the financial statements. Our experience in this area will help determine how well you are doing and whether or not you are on the path you planned.
  • Provide you with advice as to whether or not you need to reduce spending in certain expenditures or increase spending in areas which will be beneficial to you. Our experience in dealing with other businesses can be very useful in providing you with advice in this area. Our overall goal is to help control the cost of operating your business and at the same time develop your business further.
  • Discuss the tax consequences of the current financial results and plan to reduce your taxes as much as possible prior to year-end, when it will be to late. We don't want you to be surprised with tax bills at the end of the year. By planning prior to year-end, we can reduce your taxes as much as possible and help you prepare for your tax liability.

Tax Services

Business & Individual Tax Services

As our monthly/quarterly clients, we will provide you with unlimited consultation on general business issues or specific tax questions. We are prepared to attend to all of your tax needs including:

  • Corporate Tax Returns
  • C-Corporation Tax Return (1120)
  • S-Corporation Tax Return (1120S)
  • Partnership Tax Returns (1065)
  • Limited Liability Companies (1065)
  • Schedule "C" for businesses operating as a Sole Proprietorship

Individual Federal & State Tax Services

  • Personal Tax Returns (1040), including all necessary schedules
  • Out-of-State Tax Returns
  • e-filing of Federal and State returns

Payroll Services

We are a full service company. We are able to provide all of the necessary payroll services including the following:

  • Prepare your employees' payroll checks or if you prefer have their payroll deposited directly into their bank accounts.
  • Prepare the monthly/quarterly payroll tax deposits. All employers are required by law to submit the taxes withheld from their employees' pay to the federal and the state government on a monthly or quarterly basis.
  • Prepare the required quarterly payroll reports. Employers are required by law to file certain quarterly reports including form 941and state unemployment tax report.
  • At year-end we will prepare and issue W-2 forms to your employees and prepare and issue 1099 forms to the people you used as sub-contractors.


Information Request for Services Listed Above