What We do

Accounting Services

Outsourced Accounting

As a business owner, you have a lot on your plate and keeping track of your finances and maintaining accurate and transparent financial records can be a daunting task. It requires a lot of time, effort and resources – things that are better spent on growing your business and serving your clients. However, having a solid bookkeeping system in place is crucial for several reasons. It helps you keep track of your expenses, income, and assets, making it easier for you to make informed decisions. It also gives your investors a clear understanding of your financial position and helps you comply with tax laws and regulations.

At our firm, we understand the importance of having an efficient and reliable bookkeeping system. That’s why we offer customized bookkeeping services to suit your business needs. Our team of experts will take care of all your bookkeeping tasks – from recording transactions, reconciling accounts, generating financial statements to providing you with valuable insights that can help you improve your business. We guarantee complete confidentiality, accuracy, and transparency, so you can focus on running your business with peace of mind.

Compilations

We understand that keeping accurate records of your financial transactions throughout the year can be quite an uphill task, but we commend you for taking that initiative. We also appreciate that, after having stayed committed to recording your transactions, you might need some assistance compiling your records into financial statements. That’s why, as your trusted partner in financial management, we are pleased to offer our professional expertise in that aspect as well. Simply let us know how we can assist you in compiling those records, and we’ll be delighted to work with you and help you achieve your financial management objectives. With our guidance and support, you can rest assured that your records will be meticulously organized, and your financial statements will be accurate, reliable, and in accordance with all relevant financial reporting standards.

Tax Services

Individual Tax Services

For individual, we offer:

  • Federal and multi-state income tax filing
  • Income tax projections
  • Estimated tax payments
  • Retirement planning
  • Estate planning

Corporate & Partnership Tax Services

For our business clients, we provide:

  • C and S Corporation tax return filing
  • Partnership and LLC tax return filing
  • Multi-state tax issues
  • Year end 1099s
  • Business licenses
  • State and foreign backup withholding

Estate & Trust Tax Services

For Estates and Trusts: we help with:

  • Estate and gift tax return filing
  • Trust income tax filing

Other Services

As a trusted provider of comprehensive accounting and tax solutions, we are proud to offer a diverse range of services to meet the unique needs of our clients. In addition to our core offerings, we also provide a variety of other critical services to support your business success, including IRS Audit representation, Tax Balance resolution, and Tax Credit Studies. Our experienced team of professionals is dedicated to helping you navigate complex tax issues, providing customized solutions that meet your specific needs. And if you’re looking for assistance in other areas of your business, we’re always here to help. Whether you’re not sure if our services are the right fit for you, or if you have a unique situation that requires a specialized approach, we invite you to contact us today to discuss how we can help. With our expertise and commitment to your success, we’re confident that we can find a solution that works for you.
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