| Our Services |
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Tax Planning |
Tax Preparation-Individual |
| Tax planning for our clients involves identifying and implementing actions they can take to minimize income tax, or avoid penalties and interest. Our tax planning services also include informing clients of rules that affect them to avoid unpleasant surprises. |
Our tax preparation services begin with a personal interview to understand the client's specific situation. All necessary forms and schedules will be prepared using the client's data and information. The client will receive a copy of the tax return for their records and to review before it is electronically filed. |
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Tax Preparation-Entity
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Accounting Services
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| Our tax services for entities include preparation of returns for corporations, partnerships, non-profits, trusts, and estates. As needed, we will assist the entity client with annual accounting tasks, including adjusting the books prior to preparation of the tax returns. |
We offer clients a broad range of accounting services, including monthly or quarterly financial statement preparation, ongoing write-up services, payroll and payroll tax return preparation, and assistance in closing the year-end books. We also offer limited bookkeeping services. |
| Consulting Services |
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| Our consultation services include assisting the client with selection and implementation of accounting systems and software, assisting with business purchase and sale decisions, assistance with choice of business entity, and general accounting consultation. |
