OUR SERVICES

Business advisory services that suit your needs

TAX SERVICES

We specialize in income tax compliance, planning, and consulting. Our team stays current on tax law to ensure accurate and timely reporting. We conduct research to ensure that our clients’ tax burden is minimized as allowable by law. We also review taxpayer activity to assist our clients with multi-state tax filings.

 

Individual Tax Services: We provide our individual clients with personalized tax guidance and compliance.

 

·         Individual

·         Trust and Estate

·         Gift tax return

 

Business Tax Services: We provide our business clients with tax compliance and consulting services to help address the challenges that they face in the emerging business world.

 

·         C and S Corporations

·         Partnerships

·         Exempt Organizations

·         Private Foundations

·         Unrelated Business Income tax return

 

Payroll Tax Services: We provide federal and state payroll tax reporting services

 

·         Quarterly and annual payroll filings

·         EFTPS payment processing

·         Unemployment tax reporting

·         Year end W-2 and 1099 information reporting

·         Payroll processing services

·         Sales and local tax services

ACCOUNTING SERVICES

For our business clients, we provide full-service accounting services including bookkeeping and financial statement preparation. We also assist our clients with QuickBooks including training, installation, setup, and support.

CONSULTING SERVICES

We provide custom consulting services to meet our client’s needs including:

·         Entity structuring and formation consulting

·         Accounting and Enterprise Resource Planning system

           implementation, design, and analysis

·         Retirement planning and advising

·         Project management services including process improvement studies

·         Private foundation grants administration

COMPILATION AND REVIEW SERVICES

Our team of Certified Public Accountants provides financial statement preparation, compilations, and reviews conducted in accordance with the American Institute of Certified Public Accountants (AICPA).