Our Services
As the tax code becomes more complicated, you want the most knowledgeable experts ensuring your taxes are done right while minimizing your tax burden. We offer a variety of services provided by trained and certified professionals. Reach out for a personal quote on each service.
BOOKKEEPING
Keeping accurate financial records is crucial for any successful company.
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Monthly or quarterly bank reconciliations
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Financial statement review and compilations
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Cash flow management and forecasts
BUSINESS CONSULTATION
We are here to help you grow your business, your net worth, and your after tax income.
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One on one succession planning
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In depth employment status growth
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Financial advice
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Business growth
PAYROLL SERVICES
Writing checks, processing direct deposits, and paying withholding taxes to local, state, and federal governments is time consuming.
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Payroll processing
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Quarterly and annual payroll tax returns
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W-2 and 1099 preparation
RETIREMENT PLANNING
Making the adjustment from working to receive a paycheck to no longer receiving the paycheck and relying on your savings to produce income can be daunting. We offer:
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Tax management
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Prepping IRAS, Roth IRAS and other investment opportunities
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Consultation for money management
TAX PREPARATION & PLANNING
Business and Individual income tax have a lot of crucial factors. Trusting us will help you with your success.
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Preparing returns for businesses of various sizes and in various industries.
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File every client’s returns in a timely manner
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Minimize your tax liability and maximize your business’s profit
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Maximum return or minimum tax liability