Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
Services for Businesses
Bookkeeping/Write-Up
We can provide your business with detailed bookkeeping services, including Accounts Payable, Accounts Receivable, and Payroll processing, to help you record and manage your daily business transactions. Our services include check writing, bill paying, customer invoicing, receiving and recording deposits, receivables and payables tracking and analysis, bank statement and credit card reconciliation, depreciation, sales and inventory tracking, paying your employees and subcontractors, and making tax deposits. We can customize our services to meet the needs of your business, whether you need assistance in one or two of these areas, or need a full range of bookkeeping services provided in order to allow you to concentrate on other aspects of managing your business.
Payroll Services
Our firm offers complete payroll processing and payroll tax reporting services. We prepare all federal and state returns and offer electronic filing capabilities.
Accounting Services
We provide you with a monthly or quarterly income statement and balance sheet that compile your financial transactions for the period. These financial statements are custom designed for your type of business. They may include reports that give you comparisons of actual results with budgeted, or current year results with prior year results. Other financial statements we provide include a general ledger, payroll journal and bank reconciliation. We will show you how to use these "tools" to run your business successfully.
Tax Services
We prepare all of your tax returns - payroll taxes, sales taxes, and annual corporate income taxes - promptly. We regularly offer tax saving advice and periodically send you literature regarding the latest tax law changes and how they affect you.
IRS and State/Local Representation
Our firm knows the tax laws, and we are knowledgeable of current tax practices. We can provide you complete representation services before the IRS as well as state and local taxing authorities.
Business Entity Selection and Set-up
If you're new in business, we can help you decide if you should incorporate and if you should elect S corporation status. If you would benefit from incorporating, we can facilitate the process and help you accomplish that for your business.
QuickBooks Consulting
Our Certified QuickBooks ProAdvisors can show you how using a computer (and the right software) to perform your daily accounting tasks can save you time and money, whether you are a beginner or a more advanced user. We can teach you how to perform tasks like billing your customers on the computer so you'll always be able to quickly see how much they owe you or how much they've paid you. We can teach you to write checks using the computer to track your expenses and provide your correct cash balance at any time. We can incorporate these computer records of your daily tasks into the accounting work we can do for you, or if you have some accounting knowledge or the proper staff, we can help you set up your chart of accounts to properly keep track of your daily transactions in-house, with us periodically reviewing your general ledger and financial statements for you, but not compiling or auditing them. Our Certified QuickBooks consultants are available to assist you in choosing which version of the program is best suited to your needs before you make a purchase, and we can then also help you with installation, proper setup, one-on-one or group training, and file maintenance and review. We can also convert your prior records from Quicken, Peachtree, or other accounting software, and can teach you how to incorporate your Excel spreadsheets and other Office products into QuickBooks.
Services for Individuals
Tax Preparation and Planning
We prepare individual federal and state tax returns and have very competitive rates which are based on the complexity of the returns. eFile and direct deposit of refunds are popular options that we offer. In addition to tax preparation for individuals, we also prepare other types of tax returns, such as Trusts and Gift Taxes. We regularly offer tax saving advice and periodically send you literature regarding the latest tax law changes and how they affect you. If you are anticipating any changes that may affect your tax liability, such as changes in income or filing status, we can prepare a tax plan for you so you will be ready as these changes occur.
