top of page

SERVICES

As a full-service tax preparer and accountancy business, we're here for all of your needs.

Services include:

 

  • Income Tax Preparation for Individuals, Corporations (C-corps and S-corps), Partnerships, Estates & Trusts, and Not-for-Profits

  • Applications to become a Not-for-Profit

  • Incorporating your business --- helping you choose the right entity and filing the state and IRS paperwork needed to get you in business

  • Starting your business --- from consulting on the pro's and con's of incorporating to helping you file all the paperwork

  • Payroll Services (monthly or quarterly)

  • Bookkeeping Services (monthly or quarterly)

  • Experienced in QuickBooks, QuickBooks Online, Wave Apps, or Xero

  • Experienced in various tax software including Ultra Tax (by Thomson Reuters), Drake, ProSeries (by Intuit)

  • Tax Planning

  • Tax Resolution with the IRS

  • Tax Projections and forecasting

  • Tax Laws (including new rules and regulations with GAAP, FASB, the AICPA, and the PCAOB)

  • Budgets

  • Amended Income Tax Returns

  • "Forensic" accounting services (helping you find anything from errors in previous returns to fraudulent activities in your business, tax returns, or reconciliations)

  • W-2/W-3 Preparation

  • 1096/1099 Preparation

  • 940/941 Preparation

  • Financial Statement preparation (profit and loss statements, balance sheets, statements of cash flows, etc.)

  • Bank Reconciliations

  • Notary Services

  • Proformas

  • Financial Analysis on Potential profitability or risks within a business

  • Representation before the IRS

  • Assistance with resident and non-resident aliens to obtain their Taxpayer Identification Number (TIN number) - Form W-7

bottom of page