Accounting Services
We are happy to provide accounting services on either a monthly or quarterly basis using QuickBooks. Provide your file via our secure client portal, or we will maintain the file at our office. Services include:
- Data entry and reconciliations
- Accounts Receivable/Accounts Payable
- Complete Payroll Services, including quarterly, annual filing of payroll taxes
- Financial reports for use by management
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, Subchapter S corporation — that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
IRS Representation
No one likes to see a letter from the IRS in their mail box! Dealing with the IRS can be an intimidating and confusing process. If you have received a notice from the IRS, are unable to pay your current tax liability or are faced with the possibility of past due taxes being levied against your assets, come see us. We will explain what the IRS is seeking and provide clear options as to how to move forward. If you choose to have us represent you, we will do so with your best interests in mind.
Tax Planning
If you have experienced a life changing event such as a new job, new baby, marriage, divorce or retirement, you will want to plan on a tax planning consultation to see if changes in withholdings need to be made. If you have had a large tax liability in previous years, we can help you to calculate the appropriate amount of withholding or estimated taxes on your current year’s taxes to avoid a big surprise at tax time.
Tax Preparation
When you prepare and file your taxes you want to know that they have been prepared correctly and that the preparer has proactively looked for all legitimate options to minimize your tax liability. We will take our time, make enquiries to ensure that we have all of the pertinent information to complete your return, and then review the tax return with you so that you understand what it is that you are signing.
We provide tax preparation services for individuals, sole proprietorships, partnerships, SCorps and LLC’s treated as the appropriate business entity for tax purposes. We can provide amended returns, and previous year’s returns of non-filers. We can get you compliant with the IRS!