Our Services

OURSERVICES

Personal and Business Taxes

Personal and business tax preparation is the main focus of our firm. With our extensive knowledge of tax laws, we can minimize your taxes and keep you in compliance with all tax changes. Whether you're facing income changes, buying or selling of property, or any other situation that can complicate your return, we can prepare you thoroughly. We are respected in the community, and work to earn your trust, year after year.

In addition to preparing and filing taxes for businesses, we also assist individuals and families with their personal taxes and financial planning. Our award-winning firm will ensure you peace of mind with our expert tax preparation. We value our partnership with you and give you quality, up-to-date tax return preparation and advice.


QuickBooks Set-Up and Training

Whether you are just starting out, or you have been using QuickBooks for a while, we can help you use the program most efficiently and tailored for your unique business. We can also work with your bookkeeper to achieve QuickBook proficiency, or our office can provide a bookkeeper to use QuickBooks for your business needs.

QuickBooks Beginner

The perfect introduction to QuickBooks!

  • Set-up your company
  • Customize your Chart of Accounts
  • Add custom fields
  • Making backups
  • Working in Vendor Center
  • Managing your lists

QuickBooks Intermediate

Take your business to new heights

  • Using other accounts in QuickBooks
  • Reconciling bank accounts
  • Accounts Receivable
  • Accounts Payable
  • Sales Tax
  • Creating, Printing and Exporting Reports

QuickBooks Check-up

Existing QuickBooks users:

  • Get a full review by a QuickBooks certified professional
  • Check-up of balances and improperly assigned transactions
  • Chart of Accounts Setup
  • Sales Tax Accuracy and Accounts Payable
  • Check-up of Summary Reports

Bookkeeping and Accounting

Bookkeeping drives your personal and business finances. We can help you tame your bookkeeping and make it an accurate picture of your financial state, or we can help you set-up bookkeeping practices efficiently from the beginning. Our staff members serve as bookkeepers for many individuals and companies, and we would be glad to keep your books as well.


Tax Compliance, Planning, and Advisory Services

Our assurance services give you confidence to make the decisions needed for your life or business. We can review financial documents or contracts, and can check calculations for correctness as they pertain to any kind of transaction. Also, the choice of entity is one of the most important decisions facing those who own their own businesses. We can help you make this complex decision, and make you aware of the tax consequences of each type of entity.


Virtual Office

Let us be your complete office. We can help you manage your cash flow more effectively, by providing services that can create financial statements, help maintain and manage your inventory, reconcile your bank or credit card statements, and provide bookkeeping services and tax preparation.


State and Local Tax Planning

Allow us to help you minimize your tax risk while capturing your incentives through our expertise in the area of state and municipal income tax, sales, and use tax, personal property tax, and various incentives and credits.


Representation for IRS, state, and city audits for clients

All taxpayers should seek professional help if audited. We have expert knowledge and much experience in dealing with governmental agencies and can help you avoid costly penalties and interest. We will represent our clients in the instance of an audit.