Services

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. For start-up companies, we can assist you to form your business, setup your initial accounting system, as well as provide you on-going accounting support. As you grow, we can provide part-time CFO services to oversee your growing financial needs and your accounting staff, business strategy services to ensure that your operations change with the changing business environment. We also provide business management services to ensure your finances are looked after. In times of trouble, we can help you to identify cost savings to assist you to turn around your business with our business strategy services.

Tax Services

• Tax Preparation (Individual, Business, Estate, Trust, & Nonprofit)
• Tax Planning (Start-up, year-end, and throughout the year)


Accounting & Bookkeeping Services

• Reconcile your bank accounts
• Generate financial statements
• Enter closing entries
• Prepare depreciation schedules

Payroll Services

• Payroll Withholdings
• Tax Deposits
• W-2 Preparation & Filing
• Quarterly and Annual Filings

New Business Entity Formation

• Advising you on selecting the appropriate entity structure for your new business (i.e., C-Corporation, S-Corporation, Limited Liability Company (LLC), Partnership, Sole Proprietor, etc.)
• Assistance with the formation of your entity and/or working with your attorney to review Secretary of State filings.
• Prepare and file your application for the entity's Federal Tax Identification Number with the IRS.
• Provide accounting and bookkeeping advice as well as suggestions on how to properly use and maintain the corporate bank accounts.
• For those clients who wish to work out of their home to save costs, we will advise you on setting up a home office in order to maximize tax deductions.
• Determine potential payroll tax reporting requirements or independent contractor/consultant 1099 reporting requirements for your outside help.
• Prepare any necessary City Business Tax or license registration.

Business Management

• Pay all of your monthly and other periodic bills
• Make all bank deposits
• Facilitate ATM cards
• Obtain special cash orders and coordinate delivery to wherever you are
• Coordinate payroll for any employees
• Coordinate payments to independent contractors and prepare 1099s
• Monitor monthly cash flows
• Prepare monthly financial statements
• Prepare monthly bank reconciliation
• Handle all financing (including mortgages, lines of credit, overdraft protection, business loans). Also prepare all loan documents and coordinate loan requirements with lenders
• Any and all banking needs
• Overall insurance assessment and obtain additional coverage if needed (including umbrella, life, auto, business, homeowner's, etc.)
• We work with our network of bankers, insurance agents, mortgage brokers, real estate agents, etc. to provide you with the services you need
• Our business management services streamline all you your finances at tax time