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Our Services

1

Bookkeeping 

  • Setting up and maintaining chart of accounts
  • Accounts Payable
  • Accounts Receivable
  • Vendor Control
  • Inventory Control
  • Collections
  • Payroll Processing
  • Payroll Taxes
  • Sales and Use Taxes
  • Bank Reconciliations
  • Balance Sheet Reconciliations
  • Financial Statement Preparation

2

Tax Planning

  • Business Start Up Consulting
  • Corporate Taxes
  • Comprehensive Tax Planning
  • Federal Tax Return Preparation
  • Income, Gift and Estate Tax Returns
  • Individual Tax Preparation
  • Small Business Accounting Services
  • State Tax Return Preparation​

3

Tax Preperation

  • INCOME TAX PLANNING FOR:

    • Individuals & Families

    • Sole Proprietors

    • Partnerships & LLP

    • Estates & Trusts

    • LLC & S-Corp

    • C-Corp

Services Continued

4

Strategic Professional Alliances

  • Advanced Tax Planning

  • CPA Services

  • Business Management

  • Personal Investments

  • Health Insurance

  • Business Law

  • Business Insurance

  • Tax Law

5

On Demand CFO

  • Budget Development
  • Cash Flow Management
  • Debt Service
  • Case Study Comparative Analysis
  • Cost Benefit Analysis
  • Due Diligence Investigation
  • Long Term Strategic Growth Planning
  • Short Term Problem Solving
  • Human Capital Management
  • Business Model Development
  • Financial Statement Analysis
  • Internal/External Control Development
  • Quarterly/Annual Corporate IRS & State Filing

6

LLC Set Up

  • Prepare a custom setup for your specific business needs.
  • Consultation is required for more info.
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