Our Services

Our firm offers a wide range of services to our business and individual clients. Because our firm is small, our clients benefit by getting personalized, quality service in a timely fashion.

Below is the list of services that we provide and the descriptions of the specific service.

Accounting Services
Providing financial information to our clients in a timely and accurate manner is our first priority. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• Accounting system setup for new businesses
• Financial Statement Preparation
• Profit and Loss reports on a Monthly, Quarterly, or Annual basis
• Personal financial statements
• Computerized payroll services

Bookkeeping/Write-Up Services
• Entering cash receipts and cash disbursements
• Recordkeeping and write-up services
• Bank reconciliations
• Payroll reporting
• Sales tax reporting
• Advice on proper coding of expenses
• Monthly profit and loss reports

New Business Services
• Registration with all required federal, state and city authorities
• Proper entity selection advice
• Obtaining a federal ID number
• Obtaining state and local ID numbers
• Payroll and sales tax registrations
• Obtaining city business license
• Proper recordkeeping requirements

Financial Analysis
• Monthly profit and loss reports
• Quarterly and annual comparative financial statements
• Cash flow projection analysis
• General ledger and financial statement preparation
• Analysis of business trends
• Tracking income/expense fluctuations
• Provide cost cutting alternatives

Tax Planning and Preparation Services
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

• Individuals
• S-Corporations & C Corporations
• Partnerships
• Non-for-profit organizations (federal and state)
• Audit representation
• Tax projections, estimated payments
• Tax planning

IRS Representation
You will have the security of knowing your returns are prepared by an Enrolled Agent specializing in taxation and licensed by the United States government to represent clients before the IRS. Our expertise and required continuing professional education gives us the knowledge in a continually changing tax environment to effectively represent clients audited by the IRS.

• IRS Notice resolution
• IRS Correspondence audits
• RS Audit representation

Consulting Services
• Accounting software selection and implementation
• Entity selection analysis
• Business valuations
• Buying/selling a business
• Computer systems

Training For Quickbooks
Our QuickBooks Pro-Advisors will teach you how to take full advantage of the software to track and analyze your income and expenses, cash flow, and provide valuable feedback.

• Free training classes every 2nd Tuesday of the month
• In-house training on your software
• Group training geared to your business
• Business owner training for analysis
• Chart of Accounts installation
• Specific Report creation