TAX SERVICES:
Tax Preparation: Preparing and filing federal, state, and local returns for individuals, corporations, Partnerships, LLCs, and non-profits
Audit Representation: Acting as the primary point of contact and defense if the IRS or state authorities audit your returns.
Sales & Use Tax: Managing the complex "nexus" rules for businesses selling across different state lines.
Tax Planning: Proactive year-round strategy to minimize tax liability through credits, deductions, and timing of income/expenses.
Prior Year Tax Preparation: If you haven't filed in a few years and want to get caught up, no problem!
ACCOUNTING & BOOKKEEPING:
Transactional Recording: Categorizing daily expenses and income.
Accounts Payable/Receivable: Managing bill payments and invoicing customers.
Bank Reconciliations: Ensuring your books match your bank and credit card statements.
Financial Statement Preparation: Generating Balance Sheets and P&L (Profit and Loss) statements to show financial health.
Assurance & Audit:
Audits: The highest level of assurance, involving a deep dive into records to verify accuracy.
Reviews & Compilations: Less intensive than a full audit, these provide a basic level of "comfort" for lenders.
Forensic Accounting: Investigating "missing" money or suspected fraud.
Client Advisory Services:
Budgeting & Forecasting: Creating financial "roadmaps" to predict future cash flow and growth.
KPI Tracking: Monitoring the specific metrics (Key Performance Indicators) that drive your specific industry.
Tech Stack Consulting: Helping you choose and implement software like QuickBooks, Sage, or automated payroll systems.
Specialized Business Services:
Payroll Processing: Managing wage calculations, tax withholdings, and year-end W-2/1099 filings.
Entity Selection: Advising whether you should be an S-Corp, C-Corp, Partnership, or LLC for maximum legal and tax benefit.
Succession & Estate Planning: Planning how to sell a business or pass wealth to the next generation.
As Always, Initial Consultations Are Free.