Business and Individual Tax Compliance
Our experienced tax professionals simplify compliance by reviewing your organizations and/or personal history to minimize your tax burden. We ensure that you are allowed every deduction you are entitled to on your personal return. Your business compliance forms are completed and submitted accurately and on time to allow you, the owner, to focus your efforts on running your business. We provide individual and business bookkeeping services, tax planning, Profit and Loss/financial statements, tax return preparation services and tax audit assistance.
Trust and Estate Planning
What is the difference between an Estate and a Trust. What plan do you have for your assets after you pass? If you die without a plan, the state has one for you. Wouldn’t you rather make the choice of where your assets go and to whom with the least amount paid in taxes?? Let our experts guide you through planning.
Tax planning is beneficial for those wanting to reduce taxes paid in current or future years. Review of your history will enable our professionals to create a plan enabling you to take advantage of every strategy, deduction, and credit you are entitled to.
Accounting-Financial Recordkeeping, Financial Statements, Audit and Reviews
Are you aware of the financial health of your business? Is your company stable or can adjustments be made in your reporting methods? We have experienced staff who can provide you with the tools needed to manage your business.
(Monthly, Quarterly, or Annually based on the clients needs) Accurate cash flow records are completed from statements provided. Profit and loss statements are provided to help your business analyze cost and revenue.
A majority of business and individuals use QuickBooks as their accounting software. We have QuickBook ProAdvisors on staff ready to assist you with inputting and reconciliation of your recordkeeping, using desktop or online versions. We can do your bookkeeping for you or show you how to set up and operate within the software.
Business Consulting/Financial Planning/Succession Planning
Whether you need to choose a business entity when starting out or need assistance in developing a strategic exit plan for retirement, our specialized firms can help you get to your future goals.
We provide employee payroll, federal and state tax compliance and reporting, W-2s, 1099s and W-4s. We meet all your payroll requirements through a single point of contact.
Improve your recruiting strategies by using our services to attract, select, and appoint suitable candidates for your open positions. Implementing new recruiting trends drives the candidate to select you as their ‘employer of choice’.