Serving You with a Wide Range of Professional Services

We are a full-service accounting firm dedicated to meeting all of your needs. Click each one to find out more:

  • Tax Services

  • Small Businesses

  • Payroll Services

  • Accounting Services

  • Quickbooks Counsulting

  • Management Services

  • Tax Planning

  • IRS Representation

Tax Services

Our main focus is on providing top-quality tax services that keep you in compliance while making sure you don’t have to pay more than you are required to come tax time. We prepare:

  • Income tax returns for U.S. individuals and self-employed
  • Income tax returns for nonresident alien individuals
  • Tax returns for S and C corporations and partnerships
  • Out-of-state tax returns for individuals and businesses
  • Tax returns for estates and trusts
  • Tax returns for nonprofit organizations
  • FBAR filings

Small Businesses

Our goal is to be your strongest ally in growing your small business. We offer:

  • New business formation assistance and selection of entity type
  • Help with getting your FEIN and making all elections
  • Assistance in understanding all required filings and tax obligations
  • Strategic planning for the success of your business
  • Help in selling your business or acquiring a new business
  • Working with you to set up or clean up your books

Payroll Services

We understand that the success of your company depends on properly paying your employees and contractors. Let us help you with:

  • Paying your employees and timely depositing payroll taxes
  • Benefits and retirement plan consulting
  • Quarterly and year-end payroll return preparation
  • Filing your Forms W-2 and 1099 electronically

Accounting Services

As a small business ourselves, we understand the importance of keeping an accurate set of accounting books. We provide:

  • Bookkeeping and write-up services
  • Financial statement preparation
  • Filing of other types of returns like sales and tourist taxes
  • Assistance with bank reconciliations and adjustments

QuickBooks Consulting

Most small businesses that decide to use accounting software choose QuickBooks. That’s why we’re experts in:

  • QuickBooks Online and QuickBooks Desktop products
  • Setting up new QuickBooks files to meet a client’s custom needs
  • QuickBooks training (on-site or remote) with your staff
  • Cleaning up existing QuickBooks files that need a bit of TLC
  • Working with clients to get their QuickBooks files ready for taxes

Management Services

Some businesses need extra help in running their businesses efficiently and productively. We’re here to:

  • Provide regular consulting services with management
  • Offer fixed-fee monthly or quarterly services to keep on top of your books
  • Give next-level service such as CFO Professional Service

Tax Planning

While we definitely like to keep you in compliance, our ability to help you minimize taxes is goal number one. Let us:

  • Provide year-end planning to help lower your tax bill next year
  • Set proactive long-term plans in place to keep your taxes lower
  • Help you with estate tax planning to reduce the burden on your heirs
  • Work with you on gift-giving strategies

IRS Representation

Unfortunately, the odds are good you will have to deal with the IRS at some point. We’ll take the stress out of the process by:

  • Guiding you through installment and payment agreement options
  • Working with the IRS on offers in compromise
  • Dealing with the IRS directly on IRS notices, levies, and liens
  • Representing you before the IRS or Appeals, if it gets that far

Connect With Us

Ready to find out how we can help you? Get started with a free consultation by reaching out to us today