Services

Tax Preparation

Preparing your own tax return can be a daunting and stressful task. With tax laws getting more complicated and changing every year, having a trusted adviser to teach you and steer you through the never-ending banner of red tape is an invaluable resource.

Personal

Our first step in preparing your personal return is understanding you and your individual situation. Instead of just handing you a packet of papers to be filed away and never seen again, we take the time to go through your return and explain what happened, and why. We compare your tax position year over year and identify areas of savings and improvement. In addition to the preparation of your return, we provide you with the option to electronically file and sign your return. Many of our clients work with us on a 100% remote basis via calls and our secure online portal, allowing you to go about your day without interruption.

Corporate

We frequently engage in tax preparation for small to medium size businesses. Just like our personal tax services, we focus on understanding your business and your needs. This allows us to see beyond the numbers and identify any gaps or opportunities for improvement within your business. Our experience includes working with S Corps, C Corps, Partnerships, Trust/Estates, and single member LLC’s. Whether you are just starting, or have been in operation for years, we would be happy to help you focus less on taxes and more on growing your business.

Tax Planning

Tax planning is your best opportunity to 1) maximize cash flow throughout the year, and 2) reduce your year-end tax burden. Discussing your taxes with your CPA shouldn’t be an annual occasion. We like to stay in touch with our clients throughout the year, continuously evaluating their withholding, and identifying new potential tax credits. By doing this, we can minimize your tax due at the end of the year and maximize your cash flow throughout the year.

Bookkeeping

Some of our accounting services include quarterly bookkeeping, quarterly QuickBooks reviews, quarterly/ad hoc financial statement compilations, and QuickBooks consultation (setup, instruction, etc.). We do our best to not overly complicate bookkeeping for our clients. Sometimes Quickbooks or another accounting software is exactly what you need, and sometimes a simple Excel table works too. We tailor our services for each individual client’s needs. Contact us today to find out more.

Payroll

We provide quarterly payroll tax services in the form of filing quarterly federal 941 tax returns, quarterly state unemployment returns, and annual 940 federal unemployment returns. Additionally, we provide year-end payroll processing services including W-2, W-3, and 1099 forms.