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 and Payroll Services

You have enough to deal with in your day-to-day business dealings – let us take care of your bookkeeping and payroll. As a certified Quickbooks ProAdvisor, we can easily set up and maintain a Payroll Key and handle all of your bookkeeping needs. We’ll also handle your sales tax preparation, payroll check processing, and W-2/1099 form processing.

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.

We’re Your Quickbooks ProAdvisor®

Samer Bourdkani, CPA, is a certified Quickbooks ProAdvisor®, highly trained to help optimize the way that your company works with Quickbooks programs. We offer new client setup that will help reduce errors in your transactions and produce the most accurate reporting available within the program.

To see Samer’s ProAdvisor® profile, click here.

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.