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 offer a full range of professional services, to give you the individual attention you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor advice to your specific needs.

Tax Preparation & Planning

Preparing your own tax returns can be daunting and scary. We stay up stay up-to-date with all the tax law changes to help our clients take advantage of every tax savings available. Using a boxed tax software program, may prepare your return for you, but it does not let you know where you can make changes in order to be fully prepared for the next tax year. We offer tax planning and can review prior year’s returns to make you better prepared.

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Accounting and Payroll Services

Understanding your business is key to growth. We can help you with your monthly accounting, including but not limited to, bank account reconciliations, sales tax return preparation, quarterly and annual payroll tax return preparation. If you use an accounting software for your monthly accounting, we can review your general ledger to clean it up if needed. We offer payroll processing, direct deposits, and returns filed electronically.

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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.

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QuickBooks Software Training, Implementation and Support

Whether you are wanting to learn QuickBooks for your own small business needs or you want to train your employees on QuickBooks, We am here to assist you. We offer onsite, hands-on training on all versions of desktop QuickBooks as well as QuickBooks Online. If all you need is someone to assist you in setting up your QuickBooks for your company, we can help.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Entity Selection

Most entrepreneurs know what they want to do; however, they are not confident of what type of entity their new business should be or what forms are required to be filed with the IRS or state. 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. I 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. We take the time to become familiar with our clients so that we can make an informed decision on how best to set up your business structure to reduce your tax burden. We can prepare & file all forms required to incorporate your business, get your EIN from the IRS, file all required forms with the state.

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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.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and am available when needed.

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Call today to schedule an appointment!