If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Accounting Reviews

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

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 vendors to fill out form W-9 and send in to the business owner. These forms can be found on our webpage, under the Tax Forms link, as well as on the IRS website, and can be forwarded to our office throughout the year.

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

QuickBooks Desktop Set-up Support

Our firm can provide you with complete set-up and support using your desktop version of QuickBooks software. We offer a portal to enable you to download your QuickBooks file to our office. We can help you with any questions you may have or use the information to prepare any necessary tax returns.

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Bookkeeping & Tax Accounting

If your business does not have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business.

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Business Consulting

Ready to assist you with questions relating to starting, expanding, selling, or even restructuring, we have the experience to guide you in the right direction and assist with any resulting tax implications.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— you select for your business has enormous financial and tax implications, so its important you are able to make the right decision. We can explain the implications and merits of each choice. As your business grows and changes, the type of business entity you choose may need to change as well.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. A financial analysis provides the numbers to evaluate a potential course of action. A prospective analysis demonstrates how situations may evolve under various scenarios, providing a new dimension to decision making.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. Call to schedule an appointment with our notary.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!