Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements

Bookkeeping

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Child Care Providers

We offer competitive bookkeeping services to meet the Child Care Providers needs, with great rates.

Our services include recording Child Care income, including income from parents, state, county, grants and food program.  All your expenses, whether shared or 100% daycare.  Meal counts, hours worked, mileage and itemized depreciation, we keep track of all of it for you.

You will also have your own personal bookkeeper to handle all your bookkeeping needs.

All of this without leaving your home!  We do U.S. Postal Service and Client Portal

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Education

Child Care Record-Keeping Workshop

You will learn how to keep track of Income, Expenses, mileage, food expenses and depreciation.  This is a great class for new child care providers and seasoned providers that just want a little refresher and to learn new tax changes for your business.

This class is credited for 2 1/2 hours towards your Child Care License Service Hours.

Tax Services

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

Our Payroll Service includes the following...

Pay Stubs for Each Employee

Payroll Summaries each Payday

Monthly/Quarterly Federal Tax Deposits

Monthly/Quarterly State Tax Deposits

Employers Federal Quarterly Tax Returns (941/944)

State Quarterly Tax Returns

State Quarterly Unemployment Tax Return

Annual Federal Unemployment Tax Return (940)

Forms W@ and W3 Annually

New Hire Reporting   

All of these services can be done by email, or U.S. Postal Service. 

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
- Individuals - Corporations - Partnerships - LLCs 
• Taxing authority representation
• Divorce and support issue