Services
Individual Tax Preparation - We are experts at preparing tax returns for employees working in various industries, business owners, and high net worth individuals. We always take the time to explain your tax return and answer any questions that you have in a way that is easy to understand.
Business Tax Preparation - We handle tax returns for all business types including LLCs, Partnerships, S-Corporations, & C-Corporations. Having your business and personal taxes prepared together allows us to see the full picture and provide powerful tax planning.
Tax Planning & Review - If you are planning for a life event or looking to optimize your tax payments for yourself or your business we are there to help. We look at your full financial picture to ensure taxes are not being underpaid or overpaid. We also review previously filed tax returns to ensure the maximum benefit was received.
Accounting & Payroll - Look no further for all of your accounting and payroll needs. We are able to take your business accounting records and record them into QuickBooks to provide you with an electronic set of financials. This allows for a real time view of your assets, liabilities, and profits that is easy to compare between accounting periods. We also offer payroll services for business owners and their employees.
Part-Time CFO - If you already have an in-house accounting team but need a point person to manage their work the Part-Time CFO service would save you thousands compared to the cost of hiring an in-house CFO. This service is completely customizable to fit each businesses unique needs. The basic goal of this service is to guide your accounting team so that your information is being recorded accurately. This can involve implementation of procedures or acting as a sounding board for any questions.
New Entity Formations - If you are starting a new business we will work with you to determine which entity best suits your needs. From there we can file the organizational paperwork to get the entity setup and make any necessary tax elections.
Compilations & Reviews - Compilations & Reviews may be required for various reasons such as bank loans or performance bonding. We complete these requests in a timely manner and will even work directly with the requester to ensure your business continues to operate smoothly.
QuickBooks Setup & Support - If you like to do things yourself or have an in-house bookeeper but are not sure how to get started on QuickBooks we are there to help. We can get QuickBooks setup on your system and provide training on how to operate the program. This includes plenty of tips on how to records transactions, generate invoices, and process payroll. We also provide ongoing support to answer any questions that you have or to provide periodic review and tune-ups.
Tax Notice Resolution - If you are receiving letters from the IRS or State taxing authorities we can help out immediately. Whatever the issue is we will work together with you and the taxing authorities to determine a resolution.
Cash Flow Analysis - Due to many various factors businesses can experience high points and low points when it comes to cash flows. We can review your business cycles and historic financial information to project the amounts and times that additional cash flow is needed. Once this is identified we will work with you to develop and implement a plan to ensure smooth cash flows throughout the year.
Personal Financial Planning - If you are planning for retirement, a college fund or any other life event, we can review your full financial picture to create a plan which meets your goals.