Bookkeeping, Payroll, Taxes, Notary Public

Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

 

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

  • Accounting / Bookkeeping Services
  • Consulting Services
  • Tax Services
  • Payroll Services
  • Notary Services

 

Accounting / Bookkeeping Services – Business and Individual

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaning, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • New Business Initial Setup – Federal, State, Cities, State Unemployment, Worker’s Compensation
  • Business financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Quickbooks
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property), Commercial Activity Tax
  • Personal financial statements
  • Nationwide service area – all states

 

Consulting Services – Business and Individual

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust, & gift planning

 

Tax Services – Business and Individual

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estate, trust & gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

 

Payroll Services – Business

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

 

Miscellaneous

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.