Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Bookkeeping
If your small business does not currently have accounting staff, and most small businesses don’t, we can provide bookkeeping services monthly or quarterly. As your business needs grow and change, we can provide input and planning assistance as well.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Payroll Services
We will offer Payroll Services soon!
We do complete and file forms W2 and 1099Misc., if you need our services in completing and issuing the forms.
Retirement Planning
Retirement planning is critical in these uncertain times and can be very confusing. If you will be retiring soon and don’t understand all the information you have been given, we can help you understand. We can help you make the choice that is best for you!
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.