We provide the tools & personalized service
to help you make smart tax decisions.
Accounting Services
We perform several levels of accounting services:
Bookkeeping:
Bookkeeping services are tailored to each of our client’s needs. We offer monthly, quarterly, half-yearly or even yearly bookkeeping services. These services could include full bookkeeping; with monthly bank and credit card reconciliations to review services of your own bookkeeping; to make sure your business is on the right track for the end of the year.
We have two QuickBooks ProAdvisors who can assist our clients with QuickBooks setup and general questions on how to get the most out of the program based on your business. Having ProAdvisors available to you allows you access to the most up to date information.
Reviews:
We perform a financial statement review in accordance with standards established by the AICPA. Review consists principally of inquiries of management and others and applying selected analytical procedures to financial data to see if the financial statements look reasonable. We express limited assurance that, based on the procedures performed; we did not become aware of any material modifications that should be made to management's financial statements for them to be in conformity with generally accepted accounting principles (or other basis). A review is substantially less extensive in scope than an audit performed in accordance with generally accepted auditing standards and, therefore, less costly.
Compilations:
This is the lowest (and least expensive) level of service we offer with respect to financial statements. Compilations are also conducted in accordance with AICPA standards and are limited to arranging and presenting in the form of financial statements information that is the representation of management. Accordingly, we do not express an opinion or any other form of assurance on them.
Tax Services
We help our clients make informed decisions, maximize earnings and minimize taxes through careful tax planning. We develop tax strategies appropriate for your business and we use the tax advantages the current law provides. The tax services we provide are the following:
Tax Return Preparation:
- Business entities tax return preparation
- Not-for-Profit tax return preparation
- Individual tax return preparation
Tax Planning
- Individual tax planning
- Business tax planning
- Estate planning
Consulting
We provide customized operational business advisory services to all types of business and individual clients. We have been engaged in various agreed-upon procedures, based on the clients’ needs.