We take full charge of recording all your financial transactions.  These include financial records of purchases, sales, receipts and payments, as well as accruals for payables or receivables. Our goal is to record all of the company’s financial transactions in a detailed way that provides useful information when needed.  Accurate reports are an integral part in running a successful business.

We also assist you in storing and retrieving the records of your company’s financial transactions. We handle the debits/credits and financial reporting including profit & losses and balance sheets.

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We make sure all areas of income and deductions are covered when reviewing your business situation. Our thoroughness ensures that you will keep your income taxes to a minimum.

We provide all types of tax preparation services for small businesses, including 1099's and sales tax returns. Whether your entity is a partnership, corporation, LLC, or "mom-and-pop" operation, we cover all the areas and file the pertinent schedules with the IRS.

We provide year-round service and are always there when you need us for tax planning help or questions.

 
 

Today's tax laws are so complicated that filing a relatively simple return can be overwhelming. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional like us. We keep ourselves updated with prevailing laws and norms to provide you with authentic and accurate solutions.

 

 
 

We advise on the best software and payroll processing company to use for your company’s needs.  We integrate the services with your accounting software to make the process as seamless as possible. We will be able to provide range of valuable services including direct deposit set up, new-hire reporting and detailed payroll reports

 

 
 

We provide internal training to your staff if you decide to keep your operations in-house.  We can schedule a series of training to be sure your firm stays in compliance.  We offer individual training and group training depending on your firms’ needs.

 

 
 

Identity theft and massive data breaches are an increasing problem as we all conduct more of our personal and professional business on-line. Any professional or professional service organization handling personal identity and financial information needs to stay in compliance with regulations to protect themselves, their customers and business partners from data theft and compliance fines. 

 

We help firms’ stay compliant with Best Practices by securing their emails, changing passwords and storing files.

 
 

When elderly and disabled people cannot handle daily finances or become more susceptible to financial abuse, the consequences can be severe. Those who forget to pay bills could lose their home to foreclosure, get evicted from an apartment, risk utility shut-off, or damage their credit. Those who fall victim to scams might get cheated out of large amounts of money or lose their home.  We are here to assist.

 

We can be the guardian or conservator to take control of finances and medical decisions of elderly and disabled adults when they do not have the capacity to do so.