This website exists to provide our existing and potential clients with information concerning our firm, and our unique low-pressure approach to personal and professional services. We have an excellent client retention rate, and are extremely proud of the high-quality services that our firm provides.

Please feel free to browse our website and review the services we offer, as well as the many resources we provide. When you’re ready to learn more about what we can do for you, we encourage you to contact us.

Accounting Reviews

If our office does not complete your accounting, before we prepare the tax returns, a staff member must review your accounting file.

For this review we need the following information:

• QuickBooks file as an “Accountant’s Copy”
• Bank Statement as of 12/31
• Credit Card Statement that includes 12/31
• Loan Statements showing December payment and loan balance
• Payroll – Year End Summary and W-3
• New vehicle – purchase documents and loan documents
• Large equipment purchases with trade in or loans – purchase and loan documents

Filing of forms 1099 on your behalf

Information for recipients must be provided by you. IRS requires your vendors to fill out form W-9 and send it to you, as the owner. These forms are available on the home page of our website under the ‘Tax Forms’ link, as well as on the IRS website.

Please Note: Your accounting information or a list of recipients needs to be provided to our office by January 7th.

What is an Enrolled Agent?