Our firm offers a wide range of services to our individual and business clients. Being a smaller firm, we are able to offer our clients personalized, professional and quality service. We put that "family first" feeling back in how we interact with you!
Tax Services for Business and Individuals
Tax laws are complicated and change regularly. We keep up-to-date on the latest changes so you can be confident your personal or business returns are done accurately and on time.
Accounting Services
Bring on the bookkeeping! We love the numbers and and can perform bookeeping services monthly, quarterly, annually, or as needed. Let us take on the number-crunching while you focus on your business. Win-win!
Payroll Services
Payroll can be a complicated piece of your accounting process and we are happy to perform this service for you. From timesheets to direct deposit, we can help steamline this process for you or take it on fully. We succeed where you succeed!
Below, are the list of services that we offer. 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 Services
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.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, 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:
- General ledger
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
Consulting Services
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Tax Services
Payroll Services
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.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax Services
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 - S Corporations - Partnerships - LLCs/LLPs -Not-for-profit organizations
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our individual and business clients. Let's work together to develop a tax strategies that takes advantage of new tax laws and legislation.