Accounting & Bookkeeping ^TOP

• Bank Reconciliation
• Monthly Bookkeeping
• General Ledger (double entry accounting)
• Financial Statements
• Estates and Trusts
• Payroll Filings & Compliance
• Fixed Assets/Depreciation Services

QuickBooks Services ^TOP

• QuickBooks Friendly
• QuickBooks Training
• QuickBooks Setup

Tax Planning & Compliance ^TOP

• State & Local Setup & Compliance
• Business transaction based decision models
• Sales Tax Compliance
• Electronic Filing
• Estate & Trust
• Strategic business decisions aimed at personal tax planning
• Corporate Accounting and Tax Filing
• Partnership Accounting and Tax Filings; Including Intangible Sales Tax, Tangible, and all Payroll Tax Filings
• LLC's, Corporations, Sole Proprietors, Nonprofits & Partnerships

Audit, Review and Compilation ^TOP

• Financial Statements
  We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.
• Bank Loan and Bonding Requirements
• Non-Profit Organizations
• Homeowner Associations
• Construction/Manufacturing
• Employee Benefit Plans

Sarbanes Oxley 404 ^TOP

Publicly-traded companies are required to assess the effectiveness of their internal control over financial reporting. Our firm can help businesses formulate and implement processes to plan, develop, document and test control environments to adapt and comply with The Act.

Business Consulting ^TOP

• Entity Selection Assistance
• Transaction Based Assistance
• Mergers & Acquisition
• Limited Business Valuation
• QuickBooks
• Control Systems

Tax Return Preparation ^TOP

• Personal Tax Returns
• Amended Returns
• Electronic Filing

Estate Tax Compliance ^TOP

• Federal and state tax return preparation for: simple and complex trusts, grantor trusts, estates, charitable trusts, foundations.

Tax Planning ^TOP

• A detailed review of tax planning ideas
• A tailored tax planning strategy providing peace of mind about unforeseen events
• Better understanding of their remuneration/compensation package