Services Overview

Accounting Services

• Bookkeeping Services
  • Data entry of client transactions
  • Assistance with client data entry
  • Bank reconciliations
  • Account reconciliations
  • Bill paying for clients
  
  
• Financial Statements
  • Preparation of financial statements
  
  
• Payroll Services
  • Payroll preparation which can include printing of payroll checks and direct deposit
  • Providing client with payroll tax obligations, and assistance with making those payments electronically
  • Preparation of quarterly and annual payroll reports for federal and state agencies

Tax Services

• Tax Planning
  • Assist clients in utilizing tax saving strategies
  
  
• Tax Preparation
  • Preparation of tax returns for individuals, partnerships, LLCs, corporations, estates and trusts, and non-profit organizations
  • Providing electronic filing if desired
  
  
• New Business Formation
  • Assisting clients in forming a new business, including deciding what type of tax entity to form: Sole Proprietorship, Limited Liability Company, Partnership, regular Corporation, or Subchapter S Corporation

Consulting Services

• Various services related to day to day operations and general business planning