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Our Services

We have built an excellent reputation taking care of a wide variety of tax and accounting needs for our valued clients. Whether you need assistance with tax filings or something more complex, check out our list of specialties and get in touch to find out why so many businesses and individuals rely on us to manage their finances.

Businessman

Tax Preparation

YOUR TAX RETURN CAN BE FILED ELECTRONICALLY SO YOU WILL GET A REFUND BACK QUICKER.  WE HAVE A COMMITMENT TO QUALITY AND WELL-ROUNDED SUPPORT. YOU CAN DEPEND ON US TO PROVIDE YOU WITH EXCELLENT CUSTOMER SERVICE AND DELIVER THE OUTSTANDING LEVEL OF TAX ASSISTANCE THAT YOU DESERVE.

Individual

  • Pro-Active Tax Planning

  • Amended & Back Tax Return Preparations

  • Multi-State Income Tax Preparation

  • Electronic Filing

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Business

  • Pro-Active Tax Planning

  • Corporations

  • S Corporations

  • Partnerships

  • Foundations

  • Non Profit Entities

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Accounting

MANAGING THE ACCOUNTING NEEDS OF A BUSINESS IS NOT ONLY A FULL-TIME JOB, IT’S A COMPLEX ONE.  WE PROVIDE ACCOUNTING AND BOOKKEEPING SERVICES AS WELL AS QUICKBOOKS SUPPORT AND TRAINING SO YOU CAN SPEND YOUR TIME MANAGING YOUR BUSINESS, NOT STRUGGLING WITH YOUR ACCOUNTING SOFTWARE.

Large and Small Business Accounting

  • Financial statement preparation

  • Monthly and Year-End Closing & Analysis

  • Account Reconciliations

  • Quickbooks setup/New Company File

  • Quickbooks training

  • Existing data file clean up

  • Custom Reporting

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Tax Planning

PLANNING IS THE KEY TO SUCCESSFULLY AND LEGALLY REDUCING YOUR TAX LIABILITY.  WE GO BEYOND TAX COMPLIANCE AND CAN PROVIDE TAX SAVING STRATEGIES TO SAVE YOU TAX DOLLARS.  WE STRIVE FOR OUR CLIENTS TO PAY THE LOWEST AMOUNT OF TAXES ALLOWABLE BY LAW BECAUSE WE CONTINUALLY LOOK FOR WAYS TO MINIMIZE YOUR TAXES THROUGHOUT THE YEAR, NOT JUST AT THE END OF THE YEAR.

  • Defer income so you can keep your money now and pay less taxes later, such as utilizing certain investment choices such as pension plans, retirement contributions, and other similar plans.

  • Timing consideration when deciding to hold or sell investments to maximize tax savings.

  • Adjusting tax withholdings for maximum benefit.  Ultimately, your goal should be to break even, or get as close to it as possible. 

  • Keeping an eye out for tax deductions or determine whether bunch deductions would be beneficial. 

  • Put estimated quarterly tax payments on your calendar.  If you are self-employed, you’ll need to pay the IRS taxes in quarterly installment to avoid penalties down the line. 

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