Monthly bookkeeping services utilizing Quickbooks Desktop, Cloud or online services. This service may include payroll taxes, depending on the client’s request. It does not include or is separate from the preparation of financial statements. This offering can be extended as a CFO/controller for your business or enterprise.

Prepare a compilation or review of your enterprise’s Financial Statements. This service can be provided after the bookkeeping has been completed by us or another accounting firm.

Preparation of Income Tax Returns for Individual, Trusts, Partnerships, S Corporations, and C Corporation enterprises doing business in the United States. This includes federal and state tax returns.

Plan transactions for the near future, understanding and estimating the income tax impact of those transactions.

Services include the periodical payroll tax withholding, calculating the payroll taxes to deposit, the preparation of quarterly and annual payroll tax reports, as well as sales tax and property tax reports and filings.

Plan all areas of finances including retirement, investment, as well as estate and education planning.