If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.

We will thoroughly and conscientiously study your personal situation, and tailor our services and advice to your specific needs.

Accounting and Bookkeeping

Whether you need financial statements or someone to simply help you track your income and expenses we are here for you. We offer complete accounting and bookkeeping services. If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide simple bookkeeping to comprehensive accounting to ensure you have the correct financial information when you need it, allowing you to make sound financial decisions based on accurate  and up to date information.

In addition, as your business needs grow and change, we can provide input and planning assistance to insure your accounting and financial systems keep pace with your business needs.

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Business Startup

Let us help you get your business off to a great start. We will assist you with setting up systems that are efficient and reliable. We will establish an accounting system that is designed specifically for your business and industry. Designing systems and processes that are specific to your business will reduce errors, eliminate redundancy and increase accountability.

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Compliance Audits & Risk Assessments

Compliance: As a Certified Fraud Examiner we will review your files to ensure you are in compliance with the requirements and laws for your specific industry. Whether that is MSDA sheets, OSHA records, employment records, etc, we will review your files and provide a written report on our findings.

Risk Assessment: Sometimes it is after the fact that business owners realize they needed to have stronger internal controls. We are trained to evaluate internal controls, and suggest ways to mitigate internal risks. Let us assess your internal controls, so you can focus on growing your business.

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IRS Resolution

Did you receive that dreadful IRS letter? Do you owe back taxes? As an Enrolled agent, we can help you. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation. Enrolled agent status is the highest credential the IRS awards, and like attorneys and certified public accountants (CPAs), have unlimited practice rights to represent taxpayers before the IRS. In most cases we can simply respond to the letter, furnish the required proof and documentation and the issue is resolved. Some of the more complex issues may require more in-depth research and responses. Do not attempt to talk to the IRS alone. You cannot “explain it away” and “I didn’t know” is not an excuse. We are professionals and know how to state your claims and defend your tax return. Call us, let us help alleviate some of your stress.

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Notary Public

We are a state-licensed public servant and we perform a variety of duties involving official or legal documents. We can administer oaths, serve as witnesses to signed documents, take sworn testimony (depositions), and verify or certify official documents or copies of official documents (some restrictions). We will verify and certify your legal documents, personal agreements, medical attention documents, school activity documents, and more.

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Payroll Services

We offer complete payroll services.  With the constantly changing federal, state and local laws, along with workmen compensation and all of the other industry specific regulations, payroll management is an ongoing challenge for business owners. We will setup your employees, report new hires, complete quarterly and annual reports, insurance reports and provide 1099’s and W2’s at year end.  We will alert you to material changes that will affect your business and your employees while also keeping your payroll running smoothly no matter how large your business and your employee population become.

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QuickBooks Setup & Training

As a QuickBooks Desktop Certified User, and Certified Pro Advisor (Online)  we provide QuickBooks setup, training and support. From the initial setup of your chart of accounts, to training your staff and answering questions after we leave, we will be there for you.

For a small monthly fee, we will setup your business in QuickBooks online. We will help you maintain your customers, vendors, sales, and expense records, or we can do it all for you.  Call us to discuss which option is best for you and your business.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections and sales tax audits are one of the worse experiences for a business owner. However, with the correct filing and record keeping it can be less worrisome. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Planning

Effective tax planning can help minimize your future tax liability. We can help you proactively manage your business and your personal tax issues. Not all tax planning opportunities are readily apparent, by working with us we will help you understand how upcoming business opportunities may impact your tax status. We understand how the latest federal, state and local tax legislation may affect you and your business and we are constantly identifying new ways to reduce those liabilities.

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Tax Preparation

We prepare tax returns of all sizes; from simple to complex. We specialize in small businesses, S-Corps and the sole proprietor. Our goal is to find the most deductions allowed based on your individual situation. We do this by taking the time to talk with you to understand your situation and business. We can meet face-to-face (our favorite) or virtually and you can upload your documents via our secure portal. We take our time, and our quality control ensures your return is filed accurately the first time. We are available year-round to answer your questions and we stand behind everything we do. State tax return…no problem, we prepare and file most state tax returns too.

Did you know amending your return is not always a good idea?  Although finding and error can be upsetting, but in some cases, it might not always be a good idea to file an amended return.

Call us and let us review your return and determine the best solution for your circumstances.

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Call today to schedule an appointment!