Services
Tax Preparation
To effectively prepare for tax season, your finances need to be managed on a year-round basis – waiting until a few weeks before tax season only makes it more difficult for everyone involved. We’re equipped to prepare everything from a simple individual return to a complicated multiple-company return, and we service everyone – partnerships, corporations, non-profit organizations, trusts and estates, and, of course, the individual.
Business & Individual Tax Planning
Planning ahead is imperative to a successful tax year. We’re here to help you understand the oftentimes confusing and ever-changing tax laws in our country, explaining them in terms that everyone can understand. Our planning strategies keep us perpetually on the lookout to keep your tax liability at legal minimum, doing so by employing consistent, ethical standards.
Bookkeeping & Payroll Services
You have enough to deal with in your day-to-day business dealings—let us take care of your bookkeeping and payroll. We support Quickbooks Online and can provide various levels of bookkeeping support based on your needs. Please contact us if you need to purchase a QBO subscription; we can offer our clients several tiers of the program based on your business requirements. We also offer full-service payroll support that includes payroll and sales tax filings, regular payroll processing, W-2s, and 1099s.
Business Consulting
The value of interpersonal relationships is vital to us. Creating and maintaining strong relationships with local companies and organizations is what we set our focus on so that by networking with these professionals we can aid you with legal services, business financing, insurance, loans, and pension/401k planning.
Financial Statements
Budgets are a largely ignored and misunderstood aspect of many businesses and can lead to serious problems when not taken seriously. We can help you better manage your business by meeting the reporting requirements of your affiliated financial institutions and by disclosing financial conditions to third parties with legal interest.