Services
Tax
Professional tax preparation and Efile services for individuals and businesses:
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Annual Individual & Business Tax Filings
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Monthly/Quarterly Payroll Filings
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Monthly/Quarterly Sales Tax Filings
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Quarterly Tax Estimate Filings
Trusts & Estate Planning
Professional Trust & Estate Services:
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Estate Planning
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Business Succession Planning
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Review of Estate and Trust Documents
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Preparation of Estate Tax Returns
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Preparation of Gift Tax Returns
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Preparation of Fiduciary Tax Returns
Trusts & Estate Planning
Professional Trust & Estate Services:
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Estate Planning
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Business Succession Planning
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Review of Estate and Trust Documents
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Preparation of Estate Tax Returns
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Preparation of Gift Tax Returns
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Preparation of Fiduciary Tax Returns
Payroll
Professional Payroll Services:
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Weekly / Bi-weekly Payroll Processing
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Monthly/Quarterly Payroll Reporting
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Garnishment Withholdings
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Human Resource Documentation Processing
Accounting & Bookkeeping
Professional Accounting/Bookkeeping Services:
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Monthly, quarterly, or annual bookkeeping service.
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Reconciliations
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Depreciation
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Accounting software setup/troubleshooting
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Custom reports
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Staff Training
Business Planning
Professional Business Planning Services:
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Business Consulting
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Benefit & Compensation Plans Assessment
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Cash Flow & Budgeting Analysis
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Debt & Finance Advising
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Entity Selection and Restructuring
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Projections & Forecasts
Customer Billing
Professional Customer Billing Services:
Timely and accurate billing for your company
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Account billing
Electronic Billing
Print & Mail Billing
Statement Preparation & Mailing
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Account inquiries
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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.
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Setup & Installation
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Troubleshooting and Support
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Training
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Payroll module assistance
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Review