
• 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 |
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• 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 |