Tax and Payroll Services We Offer

Tax Preparation Services

Our firm offers a full range of tax planning and compliance services. We are available year-round to help you minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning Services

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. We can implement tailor-made tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filings. Of course, we offer full tax preparation and filing services.

Bookkeeping Services

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and analysis.

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and have the capabilities to file electronically including direct deposits of employee paychecks.

Accounting Services

We offer accounting services for start-ups to established enterprises. Businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our firm offers accurate record-keeping and reporting from our team of professionals. We can set up financial reports to streamline your business and save you valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

Financial and Retirement Planning

Our firm offers financial and retirement planning strategies to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, education funding, retirement plans, insurance, tax, estate, and business succession planning.

Quickbooks Accounting Assistance and Training

Our firm offers QuickBooks assistance and training. Quickbooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We do not just help you use the software, we will help you use it more efficiently and effectively. With a QuickBooks ProAdvisor on staff we can train, install, setup, support, and review your QuickBooks use.