Services
We offer exceptional expertise to individual and business clients in a variety of areas.
Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services:
- Accounting Services
- Accounting Software Selection and Implementation
- Bookkeeping/Write-up
- Estate and Trust Preparation
- Financial Statements
- Payroll Services
- Sales Tax Services
- Tax Planning & Preparation
The list above is by no mean all-inclusive . Please feel free to inquire about a service if you do not see it listed. We are constantly upgrading our services to better serve you.
Services Overview
Accounting/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. We can assist you with the day-to-day tasks associated with accounting & bookkeeping.
We have the experience and resources required to provide you with financial reports that are accurate, easy to understand, and contain the level of detail you require. These reports are also prepared in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties.
Our Firm also provides a full-charge of bookkeeping services, including general journal maintenance, subsidiary ledger maintenance, bank statement reconciliation, and receivables/payables tracking and analysis.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.
Only through the collection and analysis of business financial data can business owners learn how their business grows. This knowledge will allow business owners to make decisions that will contribute to future growth.
Payroll Services
As a business grows, it must hire more employees, which can result in increasing payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Allowing us to run your payroll will free up valuable time and provide you with peace of mind knowing that your payroll taxes are being calculated correctly and paid timely. We use a state-of-the-art system with remarkable capabilities that allows us to design a payroll service that will meet your company’s needs.
During each pay cycle we will:
* calculate FICA (Social Security and Medicare withholdings), Federal withholdings, and State withholdings for each employee
* allow for direct deposit of each employee
* send payments to taxing agencies
* send payments to employees
* send payroll reports to business owners
We also send required quarterly payroll tax returns to taxing agencies.
Tax Planning & Preparation
Tax planning and preparation form a winning combination of our successful individual and business clients. We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.