Services



Tax Preparation & Planning
  • Tax preparation for Individuals, Partnerships & Corporations
  • Quarterly, Multi-State, Prior Year & Amended Returns
  • City Tax filing
  • Sales Tax filing
  • Tax Consultation & Planning
  • Audit Representation
Bookkeeping & Payroll
  • Accounts payable & receivable
  • Invoicing
  • Bill payments
  • Bank & Credit card reconciliation
  • Financial Reporting: Monthly P&L & Balance Sheet
  • 1099 processing
  • Payroll: Processing & Quarterly reporting
  • Quickbooks training
Business Management
  • Business Management
  • Entity options & formation
  • DBA filing
  • Local/State/Federal compliance
  • Budgets & Forecasting
  • Financial guidance (mortgages/lines of credit/business loans, etc.)
  • Insurance review