Services

Tax Services

We offer tax return preparation and planning for the following entities:

  • Individual 1040 returns
  • Corporation 1120 returns
  • S-Corporation 1020 returns
  • Partnership 1065 returns
  • Non-Profit 990 returns
  • Fiduciary, Trust, Estate 1041 returns
  • Charitable Remainder Trust 1041-A and 5227 returns
  • Estate tax return form 706
  • Gift tax returns
  • Prepare your 1099s

Payroll Services

  • Prepare your payroll checks
  • Direct deposit available
  • Pay your payroll taxes
  • Complete and file your payroll reports
  • Prepare and file your W-2s and 1099s

Bookkeeping Services for Individuals and Businesses

  • Pay your bills
  • Enter your deposits
  • Banking
  • Enter your data
  • Complete your books through a financial statement

QuickBooks Assistance & Services

  • Data file cleanup
  • Implementation and set up of new QuickBooks, including set up of specific features customized to your business
  • Training of staff and owners
  • Monthly and quarterly QuickBooks reviews, including necessary adjustments

CFO Services

Outsourced accountability for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

Management Advisory Services

Review of accounting system, financials, internal control, management issues, test your marketing, etc.

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