Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.
We strive for a paperless environment so you don't have to worry about anyone seeing your private documents. All faxes are sent via a private internet retrieval system.
Flat fee offered for most clients in order to provide transparency, loyalty, and trust. The amount of your fee does not depend on the amount of your refund. We will offer our absolute best services to ensure that you receive the maximum refund for your tax situation.
Discounts available to clients that prepay for processing.
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
Electronic filing of Federal 1099 contract wage statements.
Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all current Accounting programs such as Quickbooks, Zoho, and Peachtree.
Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.