Services Accurate and timely accounting information is a necessity for any successful business. Our firm can assist you on either a temporary or on-going basis. We specialize in meeting the tax and accounting needs of small businesses and individuals.
We offer the following on both a monthly retainer or "a la carte" basis:
- Tax Planning and Return Preparation Services
- Reporting Services
- Payroll Services
- SeniorPlus Financial Management
- Business & Litigation Consulting
- Accounting Services
Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
- Corporate, individual, partnership, nonprofit, and fiduciary/estate income tax return preparation
- Tax planning consultations
- NetClient tax portals that allow us to securely exchange and archive information online
- Electronic filing of all individual returns and qualifying business returns
- Representation before the IRS
- Representation before various other government agencies and taxing authorities
Reporting Services
In today's environment it is important for successful business owners and managers to look regularly at areas such as asset management, profit and loss, financial trends and comparison to industry standards. Our firm is equipped to handle the varied reporting needs of our business clients We provide assistance with all accounting matters.
In addition to the general ledger and standard financial reports, our firm offers a wide variety of other services including:
- Preparation of quarterly and annual payroll tax reports (including monthly deposits)
- Preparation of sales tax reports; includes electronic filing if available
- Preparation of property tax reports
- Preparation of amortization and fixed asset schedules
- Bookkeeping/Write-up
- Application services for new businesses
Payroll Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from printing and issuing the payroll checks to filing the necessary payroll tax returns. We offer direct deposit of payroll checks, can provide an online portal for your company to enter/access payroll information and remotely print checks and/or pay stubs, and offer electronic filing of payroll tax deposits and reports.
SeniorPlus Financial Management
Contact us to hear more about this exciting new service that can assist with the daily and monthly financial issues faced by older adults and their caregivers. Included within this service line is bill paying, deposits, bank reconciliation and balance reporting, investment record keeping, and tax return preparation.
Business & Litigation Consulting
An essential element of success is the ability to reach good, timely decisions. We provide counsel and recommend courses of action over a broad range of issues to assist our clients in maximizing their business potential through sound fiscal management. Our firm has assisted clients with business planning, obtaining bank financing, litigation support, accounting system design and implementation, and many other special projects based on client needs.
Accounting Services
Our firm performs a full range of accounting services. These include compilations of financial statements for management and for distribution to third parties. Our specific accounting services include:
- Compilation of financial statements
- Compliance reporting for regulatory agencies
- Reporting on prospective financial information, including preparation of forecasts and projections
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