Our Services

Tax Return Preparation

Performing tax return preparation and planning services to corporations, partnerships, LLC’s, non-profit organizations, trusts, estates and individuals. We have an extensive up-to-date research library to ensure we are keeping up with the ongoing tax law changes which is key in staying in compliance and minimizing your tax liability.

Financial Statement Audit and Assurance

Audits offer the highest level of assurance, attesting to the reasonableness of disclosures, the freedom of material misstatement, and the adherence to the applicable generally accepted accounting principles (GAAP) in financial statements. Review and compilation services are also available when limited or no assurance is desired. We also offer forecasts and projections, giving lenders, investors, and buyers an accurate look into your company’s future.

Bookkeeping and Preparation

Providing a wide range of bookkeeping services on a monthly, quarterly, or annual basis. The importance of maintaining an accurate set of books is key to ensure important financial decisions are being made properly. Relevant information often gets overlooked by business owners. Additionally, the preparation of financial statements involves the process of aggregating accounting information into a standardized set of financials. The completed financial statements are then distributed to business owners, board members, creditors, and donors, who use them to evaluate the performance, operations, and cash flows of an organization.

Providing clients with the assistance needed in order to get their company set up properly and to provide the training needed to succeed with maintaining an accurate set of books.

Providing employers with a fast, efficient, cost effective and worry-free payroll service. We take all the stress away allowing you the time to do what you do best – running your company. All you do is provide us with employee hours and we do the rest in any pay-period frequency that best suits your company. We take care of filing your payroll tax reports, including employee W-2’s at year end, and making the related payroll tax payments for you. At the end of each pay-period we will provide you with employee paystubs for you to cut employee paychecks yourself, or we can cut the employee paychecks for you to sign and distribute. Additionally, we offer direct deposit for you and your employees’ convenience.

Our firm recognizes the importance of security when it comes to client’s sensitive information. To mitigate the risk of identity theft and fraud, all of my clients are provided with their own secure, password-protected portal to store and access their important financial documents from anywhere at anytime for FREE! Whether you’re at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or any other sensitive documents we share. This portal allows us to work together efficiently by securely exchanging working documents and files.