Services Available

Over 90% of the tax returns we prepare at this firm are filed electronically, removing the risk of tax returns being lost in the mail.  Once returns are accepted by the IRS, they electronically send an acknowledgment back to us insuring that it has been received.  Refunds can be directly deposited and tax liabilities  paid electronically from your bank account.  Tax updates, backup files, tax return copies, spreadsheets, accounting software files, and other financial information are sent via confidential email accounts.   If requested, electronic copies are emailed for your review before the final ones are printed and filed.  Below are some of the other types of services we offer:

Businesses and Individuals - In addition to individuals, we have a client base comprised of LLC's, Sole-proprietors, Partnerships, S and C Corporations.

Tax planning and preparation - Tax planning is key to minimizing tax liability.  We stay informed on the latest tax laws and deadlines to better serve our clients.   Our tax projection service is available throughout the year in order for our clients to pay the minimal amount of estimated tax payments without incurring IRS penalties.  While preparing your taxes we make sure that every deduction is taken.  We can email you a copy of your tax return before it is finalized for your review. 

E-filing - E-filing is fast, easy and more accurate. E-filing individual and business tax returns is available at no extra charge. 

Business formation consulting - We help you make an informed decision about whether to incorporate, form an LLC, partnership, or other entity for your  business, which is critical for the amount of tax you will pay in the future, as well as your personal liability.  Numerous forms may need to be submitted to the federal and state government.  We have the forms available and can help you comply with the laws. 

Tax and Accounting Consulting - What records am I required to keep?  What do we need to keep track of?  What accounting software should my business use?  What is and is not deductible?  These are the types questions we are frequently asked.  Call for an appointment and we can meet with you and set you up on QuickBooks, Excel spreadsheets, manual ledgers, or whatever works best for your business size and record keeping style.

Financial Statements - Business owners often want financial statement to see the profitability of their business.  Also banks often require financial statements for a business loan.  Certain other businesses are required by governmental agencies to have an annual audit by an independent CPA.  We prepare many of the different kinds of financial statements including: audits, reviews and compilations. 

General Accounting Services - We are available to come out to your business and help set up your books or simply modify them to better meet your business needs and help you make informed decisions such as how much to charge for your goods or services in order to become more profitable.  We can also look over the books of your company and answer your accounting, tax, and computer questions.  We can see how your bookkeeper or in-house accountant is performing.  Often we set up company files on QuickBooks, Quicken, or Excel, and then email them to our clients without them having to come to our office.

Computer Consultations - The accounting software available to businesses can be overwhelming.  We offer knowledge and experience in this area.  We help businesses select the software that fits them best, set them up on it, and offer personalized training on how to use it.  We are available to help you with any questions you have along the way. 

Financial Forecasts and Projections -  Businesses may need prospective financial statements in order to plan operations, obtain financing for expansions, or determine whether or not to purchase a business. 

Budgeting - We help businesses prepare budgets and break-even analysis to help them price their goods or services and help reduce costs.