Below are many of the accounting, bookkeeping, consulting, and tax services we provide for individuals and small businesses. We give you a fixed fee quote before any bookkeeping or tax work is done.

Income Tax Preparation and Tax Planning

·         Develop a comprehensive business and personal strategy to minimize your tax liability

·         Give free tax advice and free accounting advice to help save on taxes

  We are a full service tax and accounting firm and prepare returns for:                           

• Corporations
• Partnerships
• Individuals
• Estates
• Trusts
• Non-profits
• LLC’s
• Payroll taxes
• State tax returns

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services including:

·         Set up customized chart of accounts

·         Input expenses from check stubs

·         Input revenue from bank statements

·         Input employee payroll

·         Record depreciation entries

·         Record and maintain purchase of fixed assets

·         Prepare adjusting journal entries

·         Reconcile Inventory

·         Reconcile Accounts Receivable

·         Reconcile Accounts Payable

·         Maintain Shareholder detail

·         Reconcile Bank statements

·         Prepare Payroll Tax returns

·         Prepare Balance Sheet

·         Prepare Income Statement

Incorporate Your Business

·    Free initial consultation (just ask)

·    Advice on the right entity to set up

·    Save money on your taxes

QuickBooks Setup and Training

·    Set up initial set of books

·    Train and maintain accounting records

Management Advisory Services

·    Budgeting

·    Cash flow analysis

·    Evaluation of internal control procedures

·    Business Valuation

Business Start up

        ·         Incorporate your business

·         Choosing the proper entity for conducting your business

·         Explain the advantages of different types of entities

·         Making the proper elections

•   Registering the business with the proper governmental authorities

     ·         Set up employees and independent contractors

•   Setting up an efficient small business bookkeeping system

Accounting Software Selection & Implementation

·         Hardware and software evaluation

·         Accounting system recommendations and installation

·         QuickBooks Expert on site

Estate Planning

·         Minimize federal estate taxes

·         Prepare estate and trust tax returns

Financial Statement Preparation and Reporting

·         Internal management purposes

·         Compilations

•   Financial projections

Retirement Planning

·        Profit Sharing, Keogh, 401K, Simple, plus others

·         Review and evaluation

Payroll Services

·         Complete payroll tax return preparation

·         Payroll tax reporting services

Buying/ Selling a Business

·         Assist lawyer and review agreement

·         Be involved in all aspects