Our Services

We offer a range of customized services to help individuals and small businesses maximize their profits and make informed financial decisions. 

Wealth Assessment Report

We provide you with a detailed analysis that provides you total tax savings, information on investments to build wealth, and recommendations to protect your assets. 

We help business owners reduce their taxes by utilizing tax planning strategies that are guaranteed to reduce taxes now and in the future!

Tax planning helps you to implement tax strategies that will reduce how much you pay to the IRS. We start by understanding your personal and business goals and build you a tax plan that will provide the cash for you to achieve these goals while reducing your taxes so you pay less each year to the IRS.

 

 

 

 

 

Tax Preparation

We prepare taxes for individuals and businesses, file their tax returns accurately and always on time. These services can vary depending on the complexity of the tax situation and the type of entity involved. Common services offered by tax preparation providers include:

1. Individual Tax Preparation:

  • Personal Income Tax Filing: Preparation of (Form 1040, etc.), including all necessary schedules and attachments.
  • Tax Planning: Advising on tax strategies to minimize liabilities, such as tax deductions, credits, and other savings options.
  • E-filing: Filing tax returns electronically for faster processing and refunds.
  • Amended Returns: Filing amended returns to correct mistakes or adjust claims made in previous years.
  • State and Local Tax Filing: Filing required state and local taxes in addition to federal tax returns.

2. Business Tax Preparation:

  • Corporate Tax Filing: Preparation of tax returns for businesses, including partnerships, LLCs, corporations, and sole proprietorships.
  • Sales Tax Filing: Preparing and filing sales tax returns for businesses that are required to collect and remit sales tax.
  • Estimated Tax Payments: Assisting with quarterly tax estimates to avoid penalties and underpayment.

3. Tax Advice and Consulting:

  • Tax Strategy and Planning: Providing advice on how to minimize tax liabilities, maximize deductions, and plan for future tax obligations..
  • Tax Implications of Major Life Changes: Advising on the tax effects of marriage, divorce, home purchases, retirement, inheritance, and other life events.

By using tax preparation services, clients can reduce the risk of errors, avoid penalties, and ensure they take advantage of available deductions and credits.

 

Bookkeeping Services

We provide Bookkeeping Services which Include:

 
  • Accounts Receivable
  • Accounts Payable
  • Postings
  • Inventory
  • Job Costing
  • Journal Entries
  • Adjusting Journal Entries
  • Billing
  • Payroll
  • Bank Reconciliations
  • Credit Card Reconciliations
  • General Ledger Accounting
  • Financial Reporting
  • Year-End Reporting
  • Monitoring Financial Activity
  • Setup for New Businesses

 

Ready to Maximize Your Profits?

Get in touch with us today to schedule a consultation and find out how we can help your business thrive.