Accounting & Bookkeeping/Write-Up Services
Our firm provides bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Our firm prepares professional, income tax basis financial statements. Our monthly and comparative financial statements allow business owners and managers to identify inefficiency and realize profit potential.
Income Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. Returns include individual income tax returns (Form 1040), business tax returns (Schedule C with Form 1040, Forms 1120 and 1120S), payroll tax returns (Form 941, Form 940, State Unemployment Form C-3), franchise tax returns, and sales tax returns. You can get the same experienced preparer each year who is familiar with you and your return and circumstances. We offer the following:
Easy drop-off with no appointment necessary
Overview of completed return during a set appointment (no waiting in long lines)
Secure portal for document upload/retrieval
Pay for your tax preparation fees out of your refund
Accept credit cards, but also offer a cash discount
Audit Protection Assistance
Earn a Referral Fee of $10
We also offer a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden.Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities.
I offer consulting services to new business owners to help you understand your tax filing requirements at both the state and federal level. Learn what you need to do to establish your business. I can show you how to track your income and expenses necessary to complete your income tax return. Find out about these tax regulations that will impact your business and ensure your business is set up for success.
I can recommend a financial planner to work closely with you to help you achieve your financial and retirement goals.