Services

We offer accounting services including bookkeeping, payroll, and tax preparation for individuals and small business.

Bookkeeping

  • Financial Report preparation
  • Bank and Credit Card Reconciliations
  • Bookkeeping (Monthly or Quarterly)

Payroll

  • Payroll for federal, state, and local
  • Federal and state tax withholding and remittance
  • End of the year documents (W-2/W-3, Form 940/941, and 1099’s)
  • Unemployment withholding
  • Quarterly filling
  • Online access to paystubs and W-2s

Tax Preparation

Effective tax preparation and planning can minimize future tax liability. We continually monitor federal, state & local tax law changes to allow its clients to minimize current and future tax liabilities.

We offer full tax preparation services for all federal, state, and local tax returns, business & individual, at competitive and affordable rates. We also prepare federal and state estate, gift and trust tax returns.

Entity Formation

Thinking about starting a new business or creating a formal LLC for an existing business? It’s important to setup your business correctly and understand the tax implications associated with how you setup your business. Our team will help you choose the most appropriate structure for your business and ensure your business is setup with the best tax advantage.

Annual Tax Return Preparation

Our team specializes in preparing accurate and timely annual tax returns for individuals, sole proprietors, and S corporations. We stay updated on the latest tax laws to ensure you receive all eligible deductions and credits, maximizing your refund or minimizing your tax liabilities.

Electronic Filing and Direct Deposit

Experience fast, secure, and error-free tax filing with our electronic filing service. We submit your returns directly to the IRS and state agencies, ensuring a quicker turnaround for refunds. With direct deposit, your funds are delivered straight to your bank account, making the process smooth and efficient.

Quarterly Estimated Tax Preparation (if needed)

We help you stay compliant with the IRS by calculating and preparing your quarterly estimated tax payments. This service is essential for self- employed individuals, freelancers, and businesses to avoid penalties and interest by paying taxes throughout the year rather than in one lump sum.

Past Due Tax Preparation

If you have unfiled tax returns from previous years, our team can help. We specialize in past due tax preparation, ensuring your returns are filed accurately and promptly, reducing penalties and helping you resolve any tax liabilities with the IRS or state agencies.

Financial Reports

Our financial reporting services provide you with clear, accurate, and detailed reports, including balance sheets, income statements, and cash flow statements. These reports offer valuable insights into your business’s financial health, enabling you to make informed decisions and meet your financial goals.

Tax Planning Strategies

Our tax planning strategies are designed to minimize your tax liabilities and maximize savings throughout the year. By reviewing your financial situation and staying current with tax laws, we create personalized plans that ensure you take advantage of all available deductions, credits, and incentives. Whether you’re an individual, sole proprietor, or business owner, our goal is to help you optimize tax efficiency while ensuring full compliance with federal, state, and local regulations. With proactive planning, you can make informed financial decisions, reduce unexpected tax bills, and achieve better financial outcomes year-round.

Entity Formation

Professional services are fulfilled by licensed service providers.

Our team of professionals will collect extensive amounts of information from you and then help you make the best decisions regarding where to file your business and what type of entity structure will work best with your goals. We offer a full-service solution that takes all of the hassle from you. Not only do we file in the chosen state, we also provide you with articles of incorporation and an operating agreement specific for your business. In addition to entity creation our team offers Registered Agent services that give you an additional layer of anonymity and protection.

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