Tax Services

Organized, Professional & Efficient with a Personal Touch

* Preparation of tax returns for

• Individuals
• Businesses (sole proprietor, partnership, LLC)
• Corporations

* Tax planning to

• Minimize taxes
• Ensure adherence to current tax law
• Financial & Retirement Planning
• Flexible, Personal & Affordable

Financial Statements

The Professional Quality Tool For Business Success

• To acquire bank loans
• To do business planning and analysis
• To do tax planning

Accounting Services

Taking Care of the Daily Work with Accuracy & Efficiency

* Accounts payable

• Pay the bills, sign & mail the checks
• Track & report expenses (job costing)
• Process Forms 1099
• Cost accounting & reporting by department

* Accounts receivable

• Prepare & mail invoices and/or statements
• Post payments & maintain customer account balances
• Calculate/charge sales tax & accrue sales tax liabilities for reporting
• Perform job costing by customer/job

* Inventory

• Track inventory & prepare reports
• Help establish inventory controls
• Prepare inventory valuation reports

* Account analysis & management

• Analyze accounts for accuracy, make adjustments as needed
• Reconcile bank & credit card accounts

Payroll Services

Taking the worry out, putting the accuracy in

* Processing payroll – all pay types, frequencies & quantities

• Paychecks and/or paystubs produced
• Multi-state payrolls
• Customized reporting & tracking
• Accruals, garnishments

* Payroll reporting – monthly, quarterly, annually

• Tax deposit amounts calculated
• Workers comp reports
• Quarterly wage reports for Federal & State withholding, unemployment, etc.
• Year-end wage reports & Forms W-2

Business Consultation & Support

* New business services

• Selection of business entity type
• Registration & licensing
• Estimating cash flow requirements
• Budgeting
• Loan application

* Ongoing business profitability

• Minimize tax exposure
• Expansion, merger & sales options
• Like-kind exchanges
• Cash flow analysis, budgeting & loan packages

* Computerized accounting

• Accounting software selection, installation & training
• Ongoing support