Services
Tax Preparation & Planning for Individuals and Business
Effective tax preparation and planning can help you minimize your current and future tax liability. In addition to Individual and Estate Tax Returns, we prepare business taxes for LLC’s, Partnerships, S-Corporations and C-Corporations. We can help you proactively manage both your personal and your business tax issues, and help you understand how your life changes and/or and business opportunities impact your tax status. Not all tax planning opportunities are readily apparent. We’ll help you benefit from such opportunities. (Remember, it’s not what you make that counts, but, rather what you keep!)
Bookkeeping and Accounting
While our history of service doesn’t go back to the fifteenth century, when Frater Luca Pacioli wrote Summary of Arithmetic, Geometry, Proportions and Proportionality, the first complete text written about bookkeeping, (and we don’t use clay tablets….), we have deep knowledge of bookkeeping and accounting processes and offer comprehensive bookkeeping, accounting and write-up services for your business. The breadth and frequency of service is tailored to fit your situation. We can prepare monthly, quarterly, or annual Profit & Loss and other reports to give you key information needed for the smooth and successful operation of your business. No matter how disorganized your books might be, we can get you up-to-date and create a plan for keeping you on track.
Business Advisory and Support Services
Additional areas in which we can be helpful include:
• Startups and Planning, including business entity selection
• Buying or selling a business
• Financial analysis
• Management Advisory Services, focused on improving efficiency and effectiveness of your business and its operations
• Other questions / issues unique to your situation
Payroll Services
Challenged by managing your payroll? Engage us to keep your payroll running smoothly; current with all applicable reporting requirements, changes in laws, and regulations. Whether you require weekly, bi-weekly or monthly paychecks, we will do what you need to have done. We’ll prepare and file all required quarterly and annual reports. We prepare W-2’s and 1099’s after the end of the year for your employees or subcontractors and the IRS.
Sales Tax Services
We can help you understand and manage your sales tax obligations and prepare monthly, quarterly, and yearly filing of your sales tax returns efficiently and on-time. We’ll also help you understand and meet your use tax responsibilities.