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Services

BOOKKEEPING SERVICES

  • 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

STRATEGIC PROFESSIONAL ALLIANCES

  • Advanced Tax Planning
  • CPA Services
  • Business Management
  • Personal Investments
  • Health Insurance
  • Business Law
  • Business Insurance
  • Tax Law

TAX PLANNING AND PREPARATION

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

Income Tax Preparation for:

  • Individuals & Families
  • Sole Proprietors
  • Partnerships & LLP
  • Estates & Trusts
  • LLC & S-Corp
  • C-Corp

ON DEMAND CFO

(Financial Planning & Analysis)

  • 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
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