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SERVICES

You choose how much assistance you need. We can share the work with you. You may also choose to have the work done for you. We provide local pick-up and delivery service at no additional cost.

Tax Management Services:

We guide our clients through a full range of tax planning and preparation decisions.

Representation and Negotiation:

 

  • Audits
  • Collections
  • Offers-In-Compromises
  • Tax Liens
  • State tax problems
  • Seizure of wages and bank accounts
  • Appeals
  • Penalty Abatements
  • Taxpayers Rights

Income Tax Preparation Service for:

 

  • Individuals
  • Not-for-Profits
  • Sole Proprietorships
  • Estate & Trust
  • C-Corporations
  • S-Corporations
  • Partnerships
  • Limited Liability Corporation
  • Other Returns

Bookkeeping:  

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping.

 

  • Reconcile your bank statements
  • Reconcile credit card statements
  • Post expenses
  • Post revenue
  • Post wages and taxes to employees’ records
  • Complete Payroll Tax Returns
  • Complete any Sales Tax Returns
  • Calculate tax and depreciation

Financial Statements:

We can assist you in the preparation of your financial statements in accordance with professional standards (i.e. GAAP). The Financial Statements produced can be a useful decision-making tool for management.

 

  • Create a set of books for your company: General Ledger, Subsidiary Ledger, Payroll Register, and Trial Balance
  • Create accurate Finance Statements: Balance Sheets, Income Statements, and Statement of Cash Flow

Payroll Service:

As your business grows, it must hire more employees, which can mean increased payroll administration. We can assist you in implementing the controls necessary to insure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll returns in a timely manner.

 

  • Payroll Processing
  • Payroll checks written
  • Payroll and check Registers
  • Tax Deposit Information
  • Multitude of deductions
  • Complete Payroll returns:
    • 940 Federal Unemployment Tax Return (FUTA)
    • 941 Quarterly Federal Tax Return
    • 943 Employer’s Annual Federal Tax Return for Agricultural Employees
    • DE 6 Quarterly wage and withholding report
    • DE 7 Annual Reconciliation Statement
  • W-2 Wage and Tax Statement
  • W-3 Transmittal of Wage and Tax Statements
  • Other Payroll Related Reports

Quickbooks Services:

 

  • Software Installation
  • Software Support
  • Troubleshooting
  • Phone Consultation
  • One to One Training and Group Training

Notary:

 

  • Document Notarization
  • Signing Agent

Insurance 

Commercial Lines

 

Personal Lines