Services

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We provide a proactive, personalized guidance to your tax research, planning and preparation needs. Whether your needs are for your individual taxes, business taxes, estates and trust, or not-for-profit organization our goal remains the same: to make sure you are taking maximum advantage of every opportunity and are complying with every rule—no matter how recent or obscure. We understand and assess how each component of your tax plan affects the entire picture. This will help you develop an in-depth tax strategy that captures every possible opportunity on savings for your local, state, and federal taxes.

Tax planning is an important component for your overall financial plan. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. Tax planning should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.

Because no two businesses are exactly alike, we will tailor payroll services and/or schedules to match your business needs. Services can include but are not limited to:  

• Complex payroll processing as well as union reporting
• Direct deposit or check printing
• Filing and scheduling payments of federal and state withholding taxes
• Preparation of quarterly and year end tax documents and W-2's

As a business owner, your time may need to be allocated to more important things than your bookkeeping. Whether you have a shoebox of receipts or your own accounting software, we can help to maintain either system and all those in between, so you can continue to focus on generating profits. Bookkeeping services can include monthly reconciliations, accounts payable, and even general ledgers. Whether you need these monthly, quarterly or yearly, we can tailor services to you!

If your staff needs assistance with QuickBooks, we can help! Let us help you and your staff learn the proper use of QuickBooks - from payroll to general bookkeeping.  We can come to you, or you can visit us at our office for in-depth training that can be customized to fit your business. We won't waste your time on features that won't be used and you will walk away with the tools you need for success!

Starting your own business venture is an exciting experience!  To be a successful, you must have a methodical plan and execution.  Together, we can assist with selecting the best structure to fit your needs and ensure that you are conforming to state and local regulations. From selecting the proper accounting software for your business, registering your business with the proper tax entities-including state, local and federal government, we will make this process as smooth as possible.