Starting a Business
There are many factors to consider when starting a new business; managing finances can be a task that often requires the help of a full-time employee. We remove the need to add an extra department by helping you choose your business type, organizational structure, licensing, and government expenses and regulations. From bookkeeping to taxes, we walk you through each step and tailor our services to your business needs.

Customers
We invoice and process your business records, while reviewing and providing recommendations to improve your current procedures in accounts receivable. Through analyzing past payment trends, we recognize potential collections issues and suggest ways to accelerate returns.

Suppliers
We review, process, and record your purchase invoices and accounts payable data to ensure that vendor payment terms are maximized. Invoices are recorded in the proper ledger account and are analyzed to determine any trends in recurring expenses or long-standing payables.

Payroll
With our services in processing, data entry, analysis, and advice in employee compensation, we seamlessly manage your payroll. We work with your payroll services provider to review entries and reports for each pay period to ensure the information processed matches the data given. Everything is entered into your accounting system, so you can easily access and review payroll details.

Payroll Service Includes:

• Processing Payroll Checks

• Tracking Timesheet

• Direct Deposit

• Quarterly Reports

• Annual Reports

• W-2 & 1099

Bookkeeping
Whether you require short-term or long-term assistance, we tailor our services to meet your specific needs and budget. We review revenues and expenses, cost of goods sold, and items such as bad debt to provide dependable financial reports for informed decision making.

Bookkeeping Service Includes:

• Bank Reconciliation

• Credit Card Reconciliation

• Adjusting Entries

• Financial Statements

• General Ledger

• Accounts Receivable & Payable

• Invoice Preparation

• End Year Closing

TYPE OF TAX SERVICES

Business
Whether you’re a new business or large corporation, we guide you through the tax process and ensure that every deduction and credit is correctly applied and options are thoroughly reviewed before filing. In addition to filing your corporate tax return, we analyze and optimize your corporate structure to ensure the most efficient structure for tax purposes. With our help, you won’t have to worry about the correct treatment of your deduction or submitting on time. This will give you the opportunity to generate new business and enhance your company’s performance.

Personal
When it comes time to preparing your income tax return, we will help you navigate the complexities of filing your return. Whether you have a simple return, or something more complex that includes rental properties, sole proprietorship, capital gains, or foreign income, we ensure you’re maximizing all tax deductions and tax credits. By asking the right questions, we provide you with short-term and long-term strategies for managing your personal income tax.

We FILE…

• Federal & State Tax Returns

• Individual/Personal Tax Returns (1040)

• Business Tax Returns (1120S, 1120, 1065)

• Self-Employment Tax Returns (Schedule C)

• Amended Returns (1040X)

• Personal Property Tax (Form 1 - Annual Report)

Taxes are a key component of your overall financial plan. We can help you with a forward-looking view of each year’s tax considerations by helping you understand the tax implications of your routine financial choices, as well as those that come into play when you’re making major life decisions.

Tax planning should happen every year and every time there is a major financial or life decision. Don't just consider what you want to plan for in the next year, but also many years into the future. Awareness of annual tax filing deadlines and requirements imposed by the IRS is only one small component of the tax planning equation. Our tax laws are also more complex than ever. Forward-looking tax planning should account for both our evolving tax laws and changes to your financial situation.

We're uniquely focused on modeling both the risk and return potential of each piece of your financial plan -- we know this takes more than a presumptive, one-size-fits-all approach. We start by evaluating your entire picture, looking for opportunities to adjust and rebalance based on your goals. 

Your relationship with us goes beyond managing investments. We have the experience - and the understanding - to help you navigate difficult financial conversations. How much do you need for retirement? What are some ways to help minimize taxes on your investments? How do you strengthen your legacy to provide for your loved ones? The moment you choose us, we strive to keep you moving forward.