Hours
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Professional Tax Planning & Bookkeeping Services
Our firm is dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
We build strategies, systems, and structures to help clients:
- Maintain accurate records
- Meet current financial obligations
- Comply with tax reporting requirements
- Plan for the future
- Maximize wealth accumulation
Services
Financial Consulting: Bookkeeping • Bank Reconciliation • Financial Statement Preparation • QuickBooks Services • Individual Consultation
Payroll: Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services
Tax: Tax Preparation • Tax Planning • Creative Solutions to Tax Problems
Non-Profit: Asset Classification Tracking • Donation Management • Grant Reporting • Registration for Tax-Exempt Status • Annual Filing
Advisory Services: New Business Formation • Business Valuation • Internal Controls • Personal Financial Planning
Staff
Our company has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax and bookkeeping to more in-depth services such as evaluation/verification, financial statements, and financial planning.
Clients
Some of the industries we’ve served include:
Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies
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