Services
We provide a full range of financial, accounting, tax, and consulting services to individuals and small and medium sized businesses located anywhere in the U.S.
CPA Services for Individuals
Tax Preparation and Filings
We prepare tax returns in all 50 states and are knowledgeable in all manner of taxes: federal, state, estate, gift, etc.
We keep current with the latest tax regulations and legislation; and can ensure our clients that we will work diligently to minimize both your current and future tax liabilities.
IRS Representation
Should you receive a notice of deficiency, or a lien or levy; or should you need assistance with an Offer in Compromise or an Installment Agreement, we can represent you before the IRS and help resolve your IRS problems.
Tax Planning
Developing tax strategies that take advantage of the latest tax laws and regulations is the best means of minimizing your tax liabilities. We will use our taxation expertise and work with you to structure the most tax efficient plan for your situation.
CPA Services for Businesses
Our various business offerings include Virtual CFO, QuickBooks Support, Tax Preparation & Filing, Tax Strategies & Planning, IRS Representation, Retirement Planning, Accounting/Bookkeeping, Financial Statements, Financial Projection, Business Planning, Consulting Services, & Business Formations/Incorporations.
Accounting
Accounting is not just a matter of fulfilling accounting obligations, it is an essential element of operational management control. That is why we will assume not only your financial and bookkeeping activities, but support you with our know-how as well as in the consistent recording of all business processes along with developing analyses. This gives you a meaningful foundation for your business decision processes.
Our services:
- Compilations of monthly, quarterly, and annual financial statements
- After the fact bookkeeping
- Ongoing financial and pay accounting
- Preparation of sales tax, income tax and social security filings
QuickBooks Support
We can assist with the installation, training and maintenance of your QuickBooks systems. Our staff has experience in QuickBooks modules such as general ledger, payroll, inventory, receivables and payables. We can access your QuickBooks accounts online or at your location to review and maintain your accounts.
Tax Preparation and Filings
We keep current with the latest tax regulations and legislation; and can ensure our clients that we will work diligently to minimize both your current and future tax liabilities.
We are knowledgeable in all manner of taxes: federal, state, sales, franchise, payroll, use, property, income, estate, gift, etc.
We prepare tax returns at the Federal and State levels for:
- Sole Proprietorships
- Partnerships
- LLCs/LLPs/PCs
- Corporations
- Estates
- Trusts
IRS Representation
Should you receive a notice of deficiency, or a lien or levy; or should you need assistance with an Offer in Compromise or an Installment Agreement, we can represent you before the IRS and help resolve your IRS problems.
Tax Planning
Developing tax strategies that take advantage of the latest tax laws and regulations is the best means of minimizing your tax liabilities. We will use our taxation expertise and work with our clients to structure the most tax efficient plan for each business.