Financial and tax acounting services

Our firm has the resources, experience, and in depth knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Accounting Services

We offer a complete range of accounting and bookkeeping services, including monthly operating statements, detailed general ledger reports, bank statement reconciliation, payroll, receivables, payables, and tax management services. In addition, we are Quickbooks advisors.

Tax Planning

Our firm monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Financial Forecast and Projections

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize - What If? - planning scenarios to help management foresee and plan for unexpected business contingencies.

Tax Preparation

We offer professional preparation of business, individual, trust, gift, and estate tax returns. Electronic filing is available.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Quickbooks Advisors

We provide Quickbooks services for software installation and setup as well as training on all modules. We specialize in payroll, ongoing consulting, and reconciliation.

Benefit Plan Services

Our firm can help you weigh the advantages and costs posed by today’s qualified and non-qualified pension and employee benefit plans, including 401(k), SEP, SEP IRA, SIMPLE IRA, Keogh, Section 105 and Section 125 Cafeteria Plans.

Compilations

Our firm offers compilations for small to medium sized businesses.

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