We offer tax return preparation of federal and state income tax returns for individuals and all types of businesses, including:
Personal Taxes (Form 1040)
Gift Taxes (Form 709)
Estates and Trusts (Form 1041)
Corporations (Form 1120 & 1120S)
Partnerships (Form 1065)
Non-Profits (Form 990)
Benefit Plans (Form 5500)
We offer a variety of services aimed at businesses
We offer a wide range of payroll options from the complete outsourcing of your payroll to just providing monthly, quarterly, and annual payroll reporting. We believe payroll is an area clients can get in trouble fast so we offer an economical way to ensure that the proper taxes are paid and all reporting is handled.
We offer traditional monthly, quarterly, or annual bookkeeping where we enter your checks and deposits to generate financial statements. We also offer services where we assist a client’s bookkeeper by reviewing their books to generate financial statements.
We also offer management services where you essentially outsource your accounting department to us. We process accounts payable, accounts receivable, sales tax, payroll, and maintain the general ledger for generating financial statements.
We offer both compiled and reviewed financial statement engagements. In a compiled financial client’s books are formatted into financial statements in accordance with a particular accounting basis (GAAP, Cash, Tax). In a compilation no assurance is expressed on the financial statements. A reviewed financial offers limited assurance on the financials by performing certain procedures. Reviews contain full note disclosures and are usually needed for third parties (banks, bonding, or licensing).
Starting a new business can be overwhelming, from choosing the correct entity type, making correct tax elections, registering with the proper tax authorities, choosing accounting software and just making sure nothing is missed. We can help clients ease the burden and advise them in all of these areas. We know the right questions to ask to steer clients in the right direction when starting a business.
For clients that have their own bookkeeper, we are still an integral part of their initial setup and ongoing success. We can recommend the best accounting software package for their company. Setup is the key to all successful in-house bookkeeping arrangements. We offer accounting software setup so you can be confident the infrastructure is in place on the front-end. We can also train in-house bookkeepers how to use various software packages such as QuickBooks and Sage 50.