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.
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.
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.
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.
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.
Our firm offers compilations for small to medium sized businesses.