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SERVICES

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TAXATION AND PROBLEM RESOLUTION

  • Individual Federal and State Income Tax

  • Corporate, Partnership, Limited Liability Company Federal and State Income Tax

  • Trust Estate and Gift Tax

  • Nonprofit Tax

  • Non-Resident Income Tax 

  • Sales Tax

  • Payroll Taxes

  • 1099’s

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BUSINESSES AND INCORPORATIONS

  • Incorporation and entity selection

  • Filing startup paperwork

  • Federal and state tax ID applications

  • Tax planning advice

  • QuickBooks set up and installation

  • Payroll services

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FINANCIAL PLANNING AND RETIREMENT SERVICES

  • 529 College Saving Plans

  • FAFSA Forms

  • College Tuition Tax Benefits

  • 1098 Tuition Forms

  • 401k Plans

  • Traditional / Roth IRA’s

  • Gift Tax

  • Charitable Contributions

  • Social Security Benefits

  • Tax Planning

  • Wills and Living Wills

Businessman

BOOKKEEPING AND QUICKBOOKS SERVICES

  • Year round tax planning

  • Financial statement preparation

  • Set-up and installation of QuickBooks

  • QuickBooks training

  • Ongoing QuickBooks support

  • QuickBooks file clean up

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MANAGEMENT ACCOUNTING

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.

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