Our Services

Accounting and taxes can be overwhelming. We strive to assist our clients to reduce the stress and plan ahead. Feeling confident about finances can be empowering and help you focus on what matters to you most.

Tax Services

• Individual Income Tax Preparation

  • Accurately prepare and timely file Form 1040 using electronic filing and direct deposit for faster refunds

  • File extensions and calculate estimated tax to avoid interest and penalties

  • Calculate estimated taxes for self-employed small business owners

  • Develop tax planning strategies that reflect individual financial goals

  • Preparation and filing of delinquent returns including reconstructing tax records if you have misplaced these documents

• Partnership and Corporate income tax preparation

  • Accurately prepare and timely file Forms 1065, 1120 and 1120-S

  • State income tax preparation and filing, if necessary

  • Minimize tax liability through the use of proven tax planning strategies

  • Entity selection and structure (S-Corp, C-Corp, LLC)

• Tax Planning

  • Through careful analysis of your tax situation we ensure you take every tax credit and deduction you deserve on your tax return

  • We help you set up a recordkeeping system that meets IRS requirements

  • We work with you all year long to develop tax planning strategies that lower your tax bill

  • We can review and recommend adjustments to your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money

  • We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.

• Non-Profit Organizations

  • Preparation of Forms 990-N, 990-EZ and 990

Accounting Services

• Small business accounting and bookkeeping

  • General ledger review and year-end clean up of the books

  • Perform bank reconciliations

  • Generating Balance Sheet and Income Statements

  • Record accounts receivable and payable transactions

  • Payroll processing including quarterly and annual filings Forms 941, 940, W-2, W-3

  • Preparation of tax Forms 1099 & 1096

  • Maintenance of fixed assets listing and depreciation schedule

• Bookkeeping setup and training

  • If you are looking to prepare your own books, we can provide information and training to guide you in using QuickBooks