Services

Tax

 

Professional tax preparation and Efile services for individuals and businesses:

​

• Annual Individual & Business Tax Filings

• Monthly/Quarterly Payroll Filings

• Monthly/Quarterly Sales Tax Filings

• Quarterly Tax Estimate Filings

 

​
 

Trusts & Estate Planning

​

Professional Trust & Estate Services:

​

• Estate Planning

• Business Succession Planning

• Review of Estate and Trust Documents

• Preparation of Estate Tax Returns

• Preparation of Gift Tax Returns

• Preparation of Fiduciary Tax Returns

Trusts & Estate Planning

​

Professional Trust & Estate Services:

​

• Estate Planning

• Business Succession Planning

• Review of Estate and Trust Documents

• Preparation of Estate Tax Returns

• Preparation of Gift Tax Returns

• Preparation of Fiduciary Tax Returns

Payroll

 

Professional Payroll Services:

 

• Weekly / Bi-weekly Payroll Processing

• Monthly/Quarterly Payroll Reporting

• Garnishment Withholdings

• Human Resource Documentation Processing

​

​

​

​

Accounting & Bookkeeping

​

Professional Accounting/Bookkeeping Services:

​

• Monthly, quarterly, or annual bookkeeping service.

• Reconciliations

• Depreciation

• Accounting software setup/troubleshooting

• Custom reports

• Staff Training

Business Planning

​

Professional Business Planning Services:

​

• Business Consulting

• Benefit & Compensation Plans Assessment

• Cash Flow & Budgeting Analysis

• Debt & Finance Advising

• Entity Selection and Restructuring

• Projections & Forecasts

​

Customer Billing

​

Professional Customer Billing Services:

​

Timely and accurate billing for your company

• Account billing

Electronic Billing

Print & Mail Billing

Statement Preparation & Mailing

• Account inquiries

• Payment Collection

Customized Policies & Procedures

​

Professionally Designed Policies & Procedures:

​

We can help your company make sure that its employees are in compliance with proper documentation of company policies and procedures.  We analyze the job duties to create professional and specific policies and procedures to meet your companies needs.

​

QuickBooks Assistance

​

QuickBooks is an accounting software that makes organizing your data more efficient for your business. Our experts are here to help you.

• Setup & Installation

• Troubleshooting and Support

• Training

• Payroll module assistance

• Review