Services

» Planning

Beyond identifying your quarterly estimated payments, tax planning provides an opportunity to ensure your strategy is best positioned to save your income and minimize your tax expense.

We ensure that transactions are recorded accurately so that strategic operational decisions may be formed from financial information that is complete and current.

» Preparation

• Individuals

• Businesses (corporations, S corporations, partnerships, and LLC's)

• Estates, gifts and trusts

• Non-profit organizations

• Payroll, sales and use tax, and other filings

» Bookkeeping

• Bill pay

• Accounts receivable entry

• Entering collections of revenues

• Entering checks paid

• Entering payroll as processed by a payroll processor

• Reconciling the monthly bank and credit card statements

• Preparing sales and use tax returns

• Essential reporting including profit & loss, balance sheet, and 1099s

» Additional Services

• Account Reconciliations and Reporting

• Accounts Payable Management

• Fixed Assets Management

• Accounting Department Documentation

• Cash Flow Management

• Expense Reporting