Our Services

Individual Tax Prep
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We offer a wide array of services for individuals. We will prepare and file your individual tax returns and assist you in all steps of the process. We work with our clients for efficient and ethical tax return services. Whether it's just a W2 or multiple K1s, we can assist you with your needs.
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Review of financial records and tax documentation - gathering information such as W-2s, 1099s, and other tax-related documents to ensure all income is reported accurately.
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Preparation and filing of tax returns - preparing and electronically filing federal and state tax returns for individuals.
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Tax planning and compliance - advising on tax planning strategies, providing information on tax law changes, and ensuring compliance with tax regulations.
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Representation in tax audits - representing individuals in the event of a tax audit by the IRS or state tax authority.
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Assistance with tax debt resolution and management - helping individuals resolve any tax debts, including negotiating payment plans and resolving disputes with the tax authorities.
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The goal of these services is to help individuals accurately report their income and taxes, minimize their tax liability, and ensure compliance with tax laws.

Business Tax Preparaton and Filing
As a CPA firm provides business tax return services, including preparing and filing of federal and state tax returns for businesses. The services typically include:
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Review of financial records and tax documentation
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Preparation and filing of tax returns
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Advising on tax planning and compliance
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Representation in tax audits
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Assistance with tax debt resolution and management
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The goal of these services is to help businesses comply with tax laws, minimize tax liability, and ensure the accurate reporting of financial information on tax returns.

Bookkeeping and Financial Statement Prep
Monthly close and bank reconciliations - this involves reconciling bank accounts, credit card accounts, and other financial accounts to ensure that all transactions are recorded accurately and in a timely manner.
QuickBooks integration - we can help integrate QuickBooks into your business's accounting system
Financial statement preparation - as a CPA firm we can prepare financial statements, such as balance sheets, income statements, and cash flow statements, which provide a summary of a business's financial performance and position.
The goal of these services is to provide your business with accurate and timely financial information, so you can make informed decisions, maintain compliance with accounting standards, and satisfy your reporting obligations.

Payroll Services
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Payroll Processing: This includes calculating and processing employee paychecks and direct deposit payments.
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Tax Filing: The firm will file payroll taxes on behalf of the client, including federal, state and local taxes.
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Reporting: The firm will provide regular payroll reports, including year-end reports for tax purposes.
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Compliance: The firm will ensure that the client's payroll processes are in compliance with all relevant regulations and laws.
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Employee Management: The firm can help manage employee information, such as tracking vacation and sick time, and updating employee information.
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These services can help a business streamline its payroll processes, save time and resources, and ensure compliance with all relevant regulations and laws.
