Personal Services

 

Additional Services

• Tax Return Preparation

• Tax Planning

• Gift Tax Return Planning and Preparation

• Trust and Estate Return Preparation

• Retirement Planning

• Correspondence with Taxing Authorities

• Property Tax/Rent Rebates

• College FAFSA forms

 

• Auditing Services

• Retirements

• Non Proft Organizations

- Tax Compliance

- Bookkeeping

- Tax Return Preparation

- Financial Statement Preparation

- General Advisory Service

- Attend board meetings to review financial statements

Business Services

• Entity Services

- Tax Planning

- Tax Return Preparation

- Business Valuations

- Financial Statement Preparation

- Sales and Use Tax Compliance

- Correspondence with Taxing Authorities

 

• Advisory Services

- Business Sales, Aquisitions, Mergers, and Dispositions

- Succession Planning/Business Forecasts

- General Business Consulting

 

• Controllership Services

- Bookkeeping Services (Including Bill Paying/Invoicing)

- General Ledger Maintenance

- Bank Statement Reconciliations

- General Advisory Services to Owner/Board

- Financial Statement Preparation

 

• Payroll Services

- Weekly, Bi-weekly, or monthly payroll processing

• Direct Deposit Available

- Quarterly and Annual Payroll Tax Return Preparation

- Wage and tax law updates impacting the client and employees

- Quickbook Pro Advisor Services
(training, setup, troubleshooting and maintenance)