Accounting, Bookkeeping & Tax

Our clients view our firm as a business partner. They call us frequently with their business questions and they know that the “meter” is not always running. It’s part of our commitment to provide experienced accounting consultation and business guidance.

  • Over 20 Years experience of helping small businesses succeed.
  • Comprehensive knowledge of the accounting and tax needs of small businesses.
  • A partnership philosophy to help your business remain profitable and successful.
  • Our staff will help you take control of your profit margin and be there to help assure your future success!

ACCOUNTING AND BOOKKEEPING

MONTHLY ACCOUNTING & BOOKKEEPING

  • Compiled Financial Statements
  • Bank Reconciliation (additional charge)
  • Complete set of books for your records

FORM FILING TO FEDERAL AND STATE TAXING AUTHORITIES

  • Sales Tax - monthly or quarterly preparation
  • Quarterly payroll taxes prepared - 941 and State
  • Federal and State tax prepared
  • Withholding statements for employees - W2’s or 1099’s,

when client provides data – limit 4 total

GUIDANCE AND CONSULTATION

  • Consultation and guidance of the client’s accounting, at our office or by telephone

TAX STRATEGY AND PREPARATION

INITIAL CONFERENCE

  • Business structure versus tax issues
  • Review prior year’s tax returns
  • Review record keeping
  • Tax strategy Business/Personal
  • Owner Compensation
  • Other: ____________________

CONSULTATION

  • Consultation and guidance of the client’s tax planning, at our office or by phone.

TAX PLANNING AND PREPARATION

  • Advise client of new and existing tax laws which affect his/her business.
  • Schedule C (included in year-end)
  • Estimated Income Tax
  • Personal Tax returns (included in year-end)
  • Corporate or Partnership tax returns (included in year-end)
AUDIT CONSULTATION
  • Client consultation on tax audits at the agent level. Additional fee to be charged if audit is a result of client’s delinquency or relating in any incident prior to this agreement.
  • Representation for any audit would be an additional fee.