SERVICES OFFERED

  • BOOKKEEPING

    Complete bookkeeping services for small businesses. Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized Accounts Payable, Accounts Receivable and Inventory Systems are prepared. Monthly bank statements are reconciled. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

  • QUICKBOOK SERVICES

    We are a Certified QuickBooks Advisor. 

    We can help you with QuickBooks

    from setup to troubleshooting, to using advanced features. Call or e-mail today

    for a consultation. We also review clients QuickBooks files on monthly, quarterly and/or yearly time frame to spot any transactions that might be problems or suggest how to do something better or more efficiently. QuickBooks gives you the power to manage your business more effectively by providing you with fast, easy and integrated solutions to meet the needs of your business. Whether you're looking for financial customer or retail management software, QuickBooks has a solution for you.

  • FINANCIAL STATEMENTS

    Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients. Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

  • PAYROLL STATEMENTS

    Total payroll services for small business clients. Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

  • SALES & USE TAX RETURN

    Sales & use tax returns are prepared each year. We can prepare your monthly sales and use tax returns for all states.

  • BUSINESS FORMATION AND ENTITY SELECTION

    Establishing the proper business formation.

    We can help you decide the best business formation for your business. Sole Proprietor, Limited Liability Company (LLC), 

    Partnership, S Corporation or Corporation

  • FINANCIAL PLANNING

    Full service Financial Planning for future goals. Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax planning. We help business clients with their strategic planning and goal setting.

  • INDIVIDUAL TAX RETURNS

    Tax returns and filing instructions have been prepared for many individual clients each year. A core specialty is the preparation of tax returns for individual taxpayers. We offer the following electronic services: Direct Deposit into your checking or savings account takes 10 - 14 days, Refund Transfer (RT) the check is generated in our office takes 10 - 14 days and straight Electronic Filing directly to the IRS. We can prepare multi-state tax returns for all states

BUSINESS TAX RETURNS

A variety of small business tax returns are prepared each year. Small business tax return preparation and filing instructions

is a core service offered to our clients. Whether your company is a C corporation,

S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.

TAX PLANNING

Long term, annual and mid-year tax planning and tax forecasting services.

Tax planning and tax forecasting services for individual and small business clients is

a core competency of our company. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

TAX RESOURCES

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