Services
TAX PREPARATION AND AUDITS
We are an authorized tax preparation and eFile office. We pride ourselves on never treating our clients like a number. We work hard to assist individuals and businesses with the best possible outcome for their situation. We separate ourselves out from other firms by asking questions, listening and not just taking your forms and processing a return. We believe there is more to your taxes than just paper and whether you will receive a refund or owe, it is about the individuals we serve.
- Individuals
- Investment Properties
- Trusts/Estates
- Corporations
- LLCs
- Partnerships
- IRS Audit
- State Audit
- DUA Audit
- Dept of Labor Audit
BUSINESS CREATION / CAPITAL SEARCH ASSISTANCE
Considering business ownership? There is a lot to consider. Our Advisors will discuss the variety of business structures that are available to you as well as which ones are the right fit for you and your business.
- LLCs
- Corps
- Non-Profits
- Partnerships
- Traditional Lender Financing
- Merchant Loans
- Investments
BOOKKEEPING
Business owners have many hats to wear during the course of a day, often financial recordkeeping falls by the wayside. Our Bookkeepers work hard to keep accurate records each month for our clients. Bookkeeping services include monthly reconciliations, bill payments, client invoicing and soft collections.
- Data Entry
- Bank Reconciliations
- Collections
- Payables
ADVISORY
There are times when a business owner can utilize another point of view. Businesses looking to grow, evolve or move to profitability look to our Advisors for perspective outside of their own. Our C Level Advisors have years of business and financial experience that can offer analysis and insight into our client’s business. Unlike other firms, we offer strategy and assist in development and implementation.
- Year End Tax Planning
- General Advisory
- Quarterly Estimates
- Analysis
- Financial Controls
- Operations Development
- Business Planning
- Budgeting
PAYROLL
Payroll should not consume your time or empty your pockets! Our payroll service offers direct deposit, live check and vendor payment options on your schedule. Our inhouse software enables us to provide a custom service with reporting options that include QuickBooks upload files.
- Live Checks
- Direct Deposit
- All Taxes and Reporting
- Weekly, Biweekly or Monthly
