Our Services

We offer a broad spectrum of tax and business financial consulting, including asset coordination, accounting and payroll. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across all sectors and homeowner's associaitions.

Tax consultation

 

Sales Tax Consulting & Preparation
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We can also assist your staff in the proper interpretation of the very complex sales tax regulations. 

 

Tax Planning & Preparation
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning. 

 

IRS Audit Representation
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.

QuickBooks Proadvisor

Why Quickbooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks.

QuickBooks Setup
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.

QuickBooks Training
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

QuickAnswers
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.

QuickTuneup
Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you'll get your Quickbooks running smoothly again with a complete Tune-up.

QuickBooks Tips
Please take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive.

Buy QuickBooks and Save
Save up to 20% on the newest version of QuickBooks.

Accounting

Small Business Accounting Services
We offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance Sheet, Financial Graphs and Budgets. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us! 

 

Monthly Operating Statements
These give you a monthly look at where you stand so you can act on a problem or seize an opportunity before it's too late. Every month we look at your financial picture so we can alert you to those areas that need your attention. Watching your bottom line can often help improve it

 

Bank Reconciliations
We can reconcile your bank balance every month and advise you of any bank charges, bank errors, or arithmetic mistakes on your part so you know exactly how much cash is available for spending

 

Audit Trail
A record of transactions is printed out for you in case of an audit. The format is arranged so you can use it to understand in more detail how the dollars come together on your operating statement. 

 

Balance Sheet
Shows cash balances, accounts receivable, taxes owed, etc. This is particularly useful to your banker when he is trying to make a decision about a loan. 

 

Financial Graphs
They help you understand, at a glance, financial data such as monthly sales trends, expenses, profits, etc. 

 

Budgets
We can help you draw up a plan of action for the year. Throughout the year we can track the progress you're making toward your goals.

 

 

Business consultation

From founding your business to a succession plan, we can assist you every step of the way.

An overview