INDIVIDUALS AND FAMILIES

 

• Federal and State tax preparation and planning for individuals
• Estate and Trust tax preparation and planning
• Federal and State representation, Power of Attorney
• Preparation of personal financial statements
• Personal accounting and bookkeeping services
• Household employees

BUSINESS OWNERS

Business Accounting and Tax Preparation

• Small-medium sized businesses and non-profits
• Partnerships and S-Corporations, C-Corporations
• Tax planning and projections
• Federal and State representation, Power of Attorney
• General Ledger analysis and training
• Review and Compilation Services
• Preparation of financial statements
• Income, sales and unemployment tax audits

Advisory Services

• Purchase or sale of business
• Start-up and entity formation
• Budgeting and cash flow analysis
• Accounting software installation and training
• Employee benefits and retirement options

Bookkeeping and Administrative

 

• Month-end reconciliation and closing
• General bookkeeping services
• Assistance with payroll