Services
Tax Preparation
Accurate tax preparation is the cornerstone of our services. We handle the complexities of federal, state, and local tax filings for individuals, families, and businesses, ensuring compliance with all tax laws while maximizing deductions and credits. Our process includes:
• Reviewing prior tax returns to identify missed opportunities.
• Filing current-year returns accurately and efficiently.
• Providing audit support and representation, if needed.
• Offering e-filing options for faster processing and refunds.
Bookkeeping & Payroll
Efficient financial management is essential for every business. Our bookkeeping and payroll services ensure your operations run smoothly and your records remain organized. Services include:
• Monthly Bookkeeping: Accurate tracking of income, expenses, and cash flow to provide a clear picture of your business’s financial health.
• Payroll Processing: Seamless management of employee paychecks, direct deposits, tax withholdings, and benefits deductions.
• Financial Reporting: Creation of detailed profit and loss statements, balance sheets, and other reports to help you make informed decisions.
• QuickBooks Support: Setup, training, and troubleshooting to streamline your bookkeeping processes.
By outsourcing these tasks to us, you save time, reduce errors, and gain peace of mind knowing your finances are in expert hands.
Planning & Consulting
Tax planning is not just for the end of the year—it’s an ongoing process. Our tax planning and consulting services are designed to minimize your tax liabilities and align your financial strategy with your long-term goals. Key services include:
• Tax-Saving Strategies: Personalized plans to legally reduce tax obligations through deductions, credits, and income structuring.
• Business Tax Consulting: Guidance on selecting the best business entity (e.g., LLC, S-Corp) for your tax and financial situation.
• Retirement & Estate Planning: Tax-efficient strategies to preserve wealth and ensure a smooth transition of assets.
• Year-Round Support: Regular reviews of your financial situation to adapt to changes in tax laws or personal circumstances.
We ensure you are always prepared, never caught off guard by unexpected tax bills or missed opportunities.
