Areas of Expertise

We offer a complete range of accounting services and can help you with every aspect of your tax preparation and planning, including individual, partnership, and corporate returns. We also offer new business consultation, accounting and bookkeeping services, Quickbooks training, and valuation services. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.


Income Tax Preparation

 

Individual Tax Returns

Business Tax Returns

Partnership Tax Returns

Trust & Estate Tax Returns

Non-Profit Tax Returns


New Business Consultation

 

Determining the Ideal Business Entity

Completion and filing of local, state, and federal forms

Preparing Payroll


Quickbooks Training & Consultation

 

QuickBooks Remote Access Support

QuickBooks Installation & Software Setup

Hands-on Quickbooks Training

Pro Advisor Support Services


On-Site & Remote Accounting Services

 

Financial Statement Preparation

Payroll Preparation

Direct Deposit Payroll

Payroll Tax Deposits and Payroll Tax Returns (W2s and 1099s)

Sales Tax


Bookkeeping

 

Bank Reconciliations

Credit Card Reconciliations

Bill Pay/ Customer Invoicing


Tax Planning

 

Tax Projections

Retirement Planning

Trust & Estate Planning


Valuation Services

 

Conclusion of Value

Calculation of Value

Exit Planning

Buy/Sell Agreement

Management Consulting Services


 

Ready to learn more about our services?