Tax/Audit Resolution

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

Tax Services

We take a thorough approach when completing your tax returns to ensure that you get the maximum refund allowable. We keep up-to-date with IRS tax laws and regulations and ensure that all of our work is in full compliance. All of our tax returns are prepared using up-to-date professional tax software. You can elect to electronically file your tax returns or choose to use paper returns.

Zoom Call - Tax Services

Tax Service appointment via Zoom. Using our secure tax portal, Canopy, we will be able to complete your taxes virtually.

Tax Services (Business/Corporation)

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.

Accounting Services

We offer full accounting services including general ledger; billing and accounts receivables; bill payment and accounts payable; cash receipts and bank reconciliations; fixed assets and depreciation; inventory; payroll and benefits.

Business Planning

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.We will help you create attainable goals along with the methods to execute them in the planned timeline.

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. We will help you determine your retirement income goals, and create methods fundamental to achieving them.

Tax Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Payroll Services

Notary Services