Reliable. Ethical. Accurate.

Individuals

We work closely with you to ensure your tax returns are filed timely, you feel comfortable calling us with questions, and to resolve open tax issues from prior years.

 

  • Free review of prior year tax returns

  • Federal and/or State income tax return preparation

    • Including tax return estimates throughout the year

    • Respond to tax notices from the IRS or state agencies

  • Complete "catch-up" work for prior years

    • Work with the IRS and/or state agencies to determine which returns are delinquent and complete them for you

    • Advocate, on your behalf, with the tax agencies to establish a reasonable payment plan, if one is needed

  • Generate personal financial statements

  • Answer tax and financial questions any time

Businesses

We handle all of your accounting and tax needs. We take your paperwork (check stubs, bank and credit card statements, transaction registers, etc.) and reconcile your general ledger. We prepare all required tax returns and year-end payroll forms.

 

  • Monthly-Quarterly-Annual general ledger processing

    • Including cash disbursements, account reconciliations and adjusting journal entries

  • Sales tax

    • Monthly-Quarterly-Annual sales tax returns - all returns are filed electronically and payments are drafted automatically

  • Compiled financial statements

    • Monthly-Quarterly-Annual reports, as needed

  • Prepare and file Federal and/or State Corporate and Partnership income tax returns

  • Complete "catch-up" work for prior years

    • Work with the IRS and/or state agencies to determine missing returns and complete them

  • Formation of entities

    • Corporations, Partnerships, LLC and Business Operating Agreements in conjunction with an independent attorney as needed

  • S Corporation elections for corporations and LLCs

  • Annual state tangible personal property tax returns

  • Register fictitious corporate names

  • Payroll services (for shareholder employees only)

    • EFTPS enrollment

    • Process employee payroll

    • Schedule monthly, quarterly, annual electronic payroll tax payments

  • Payroll tax compliance

    • Prepare and electronically file

      • Federal and state quarterly annual payroll tax returns

      • Forms W-2/W-3

      • Forms 1099/1096

  • Apply for Federal Employer Identification Numbers (FEIN)

  • Respond to tax notices from the IRS and/or state agencies

  • Answer tax and financial questions any time