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A COMPANY YOU CAN TRUST

We Are Certified

We are certified in Quickbooks Online and part of the certified ProAdvisor team. In addition, we are proud members of the American Institute of Professional Bookkeepers.

We are excited to offer full cycle small business accounting solutions as well as new business formation and planning.

For the individual, we offer comprehensive tax planning and preparation as well as strategic long-term planning. We are an authorized e-filer provider and pride ourselves on accurate and timely completion of your return. We offer local, onsite, and remote service options to fit any busy schedule or preference.

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01.

Small Business
Accounting

Small Business Accounting – Full cycle bookkeeping for small businesses (30 employees or less)

Monthly bookkeeping -Bank reconciliations, payroll, required business-related tax filings (both Federal and state), accounts payable management, strategic business planning, and financial statement preparation.

02.

Quickbooks® Setup & Training

QuickBooks Setup and Training – The best way to learn the QuickBooks software (Desktop or Online)

Assistance with setting up QuickBooks for the first time. Ensuring that all the accounts in your QuickBooks are set up and working properly. In-person training for individuals as well as
small groups. Learn how to effectively use QuickBooks for your business or your personal finances. Setup and training is available for original desktop versions, online version, or assistance with the mobile application.

03.

New Business
Formation

New Business Formation – Consultation on business entities and preparing documents for start-up.

Consultation to determine the best options for setting up a new business. Completion of required documents to all federal and state entities.

04.

Tax Preparation and Planning

Tax Preparation and Planning – Preparing taxes for all business entity types as well as individuals.

Business tax preparation for Sole Proprietors, LLCs, Partnerships, S-Corp, C-Corp. Individual tax preparation from students to retirees and everything in between. Customized tax planning which allows for the best possible outcome each year.

05.

Tax Issue
Resolution

Tax Issue Resolution- Assistance to taxpayers to allow for a quick resolution of tax-related issues.

Prompt resolution of federal and state tax issues, including prior year tax filing, amendments, letter correspondence, or speaking with taxing entities on your behalf.