Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a valued client, look no further. Our teams of seasoned professionals are devoted to your individual and business’s needs. We promote customer service first as a way of doing business with our clients.  We will thoroughly and conscientiously study your personal situation, and costumes tailor our services and advice to your specific needs. We strive on going above and beyond to achieve our clients’ satisfaction and loyalty.

 

 

  • Tax Preparation
  • Tax Planning
  • Amending Returns
  • Tax Withholding Recommendations
  • Taxpayer Representation
  • Negotiating Installment Plans

 

  • Bookkeeping & Accounting
  • Business Consulting
  • Financial Analysis
  • Financial Statements
  • Notary Public
  • Payroll Services

Tax Preparation

We are experienced in all facets of tax preparation. We prepare tax returns for individuals, businesses, partnerships, LLCs, S-Corps, and non-profit entities. We offer professional preparation of federal, state, and local tax returns at competitive, affordable rates. When necessary, we prepare quarterly estimates for individuals and monthly and quarterly forms for businesses. We can file all your prior year tax returns and negotiate installment plans for you. We will ensure that you consider all of your legal deductions, so you realize your full tax benefit. We will electronically file your federal and state tax returns and make a direct deposit to your account at no additional cost.

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Tax Planning

Effective tax planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Amending Returns

If you’ve made an error on a prior return, we can help you get back on the right path with the federal, state, and/or local agencies. Having an amended return prepared professionally can spare you the time and frustration that results from failing to understand—and provide—what a tax agency is looking for.

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Tax Withholding Recommendations

Filling out a new W-4 for an employer or a W-4P for a pension administrator is a guessing game for most folks. We can take the mystery out of W-4s and help you withhold the “just-right” amount based on your particular circumstances.

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Taxpayer Representation

If you get a notice advising you of additional taxes due, we can help you figure out where the “disconnect” is between you and IRS. Additionally, we can help you respond with the right documentation to get things straightened out in just one attempt.

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Negotiating Installment Plans

If you have a balance due that you can’t pay and want to work with the IRS to negotiate a payment plan, we can help you navigate the process. Once that plan is arranged we can help you understand how to stay in compliance.

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Bookkeeping & Accounting

If your business does not currently have accounting staff or a bookkeeping system, we can provide full-service accounting and bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure you’re accounting, and financial systems keep pace with your firm needs. We can offer transaction review, financial statement presentation, and reconciliation of your accounts, and more.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Financial Analysis

When a company can undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. The financial analysis provides the numbers to support reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our services professionals are well versed in these statutes and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Schedule an appointment today!