Individual and Business Tax Services

We dedicate our resources to assist individual and business clients with a wide range of services including tax compliance, tax planning, and tax advice relating to their investments, business interests, and other financial-related assets. Our strategy is to understand our clients’ goals while helping them accomplish all their financial objectives in the most efficient manner. Our experienced team have in-depth knowledge of tax and accounting and will be able to help you effectively manage your compliance requirements and/or planning opportunities.

• Tax Return Preparation
• Tax Planning
• Audit Support
• State and Local Taxes
• Income Tax Provisions (ASC 740)

Bookkeeping Services

QuickBooks is the ideal affordable business accounting software for small to mid-sized business enterprises. Many simple bookkeeping tasks are handled by QuickBooks automatically, thereby making it easier to run your business. With QuickBooks you can easily generate customized reports, pay your bills, do online banking, and accept credit cards through QuickBooks Merchant Account service.

• QuickBooks Setup
• QuickBooks Training
• Monthly Reconciliations
• Quarterly Reviews
• Preparation of Financial Reports

Business Consulting Services

We understand the challenges that entrepreneurs and small business owners experience. Our services extend beyond merely performing bookkeeping tasks and preparing your tax returns. Our goal is to become an essential part of your team by serving as your trusted financial advisor. We will help you to analyze your financial information, identify areas negatively affecting profitability and growth and develop solutions that are practical and financially advantageous.

• Start-up Assistance
• Business Entity Selection
• Cash Flow and Budgeting
• Profitability Analysis
• Outsourced CFO Services