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Services Overview

Accounting Services

  • Bookkeeping Services
    • Data entry of client transactions
    • Assistance with client data entry
    • Bank reconciliations
    • Account reconciliations
    • Bill paying for clients

  • Financial Statements
    • Preparation of financial statements

  • Payroll Services
    • Payroll preparation which can include printing of payroll checks and direct deposit
    • Providing client with payroll tax obligations, and assistance with making those payments electronically
    • Preparation of quarterly and annual payroll reports for federal and state agencies

Tax Services

  • Tax Planning
    • Assist clients in utilizing tax saving strategies

  • Tax Preparation
    • Preparation of tax returns for individuals, partnerships, LLCs, corporations, estates and trusts, and non-profit organizations
    • Providing electronic filing if desired

  • New Business Formation
    • Assisting clients in forming a new business, including deciding what type of tax entity to form: Sole Proprietorship, Limited Liability Company, Partnership, regular Corporation, or Subchapter S Corporation

Consulting Services

  • Various services related to day to day operations and general business planning

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