Tax Services

  • Annual Tax Preparation for:
    • Individuals
    • Corporations
    • Partnerships
    • Estate, Trust & Gifts
  • Sales Tax Compliance
  • Payroll Tax Compliance

Accounting Services

Monthly or quarterly services:

  • Setting up and maintaining accounting records on QuickBooks or other accounting platforms
  • Onsite bookkeeping
  • Assistance to existing bookkeeping staff

Payroll Services:

  • Check processing
  • Monthly and quarterly tax compliance
  • Year-end required reporting (W-2/W-3 preparation)

Consulting Services

  • Financial statement analysis
  • Estimated tax preparation and recommendations
  • Business structure recommendations relating to tax planning
  • Income tax review and savings suggestions
  • Estate/Trust/Gift tax recommendations and guidance

Do you have needs not listed above?  Not to worry! Let’s talk about your situation to see how we might be of service.