Services Provided

Accounting Services

 

Our comprehensive accounting services go beyond bookkeeping. We provide financial analysis, reporting, and interpretation of your business's financial information. Our team of professionals will help you understand your financial position, make informed decisions, and ensure compliance with accounting standards and regulations.

Accounting Packages

Year-End Closing

  • Review Chart of Accounts

  • Review transactions 

  • Prepare journal entries 

  • Review reporting

  • Review payroll & reporting

  • Prepare closing entries

  • Close the fiscal year

  • 1099 Prep & File

  • W-2 Prep & File

  • Quality review with business owner to discuss findings.

Accounting Services (a la carte)

  • Consultation 

  • Payroll - Manual

  • Closing entries

  • Sales Tax Filing & Payment

  • Payroll Tax & Reporting

Bookkeeping

Services

 

Our bookkeeping service ensures accurate and organized financial records for your business. We handle day-to-day transactions, reconcile accounts, and maintain proper documentation. With our expertise, you can focus on running your business while having confidence in your financial data.

Bookkeeping Packages

Basic

⁃ Accounting system implementation/COA review

⁃ Review transactions

⁃ Bank and credit card recons

⁃ Review and enter payroll

⁃ Sales tax filing

⁃ 1099 tracking

⁃ Financial reports (P&L & BS)

Full Cycle

⁃ Accounting system/COA review

⁃ AP

⁃ AR

⁃ Review transactions

⁃ Reconcile bank and cc accounts

⁃ Payroll management & file

⁃ Sales tax tracking n filing

⁃ 1099 tracking

⁃ Financial reports (P&L & BS)

Tax Services

 

Navigating the complexities of tax regulations can be overwhelming.

Our tax services offer expert guidance and support to individuals and businesses. We handle tax planning, preparation, and filing, maximizing deductions and credits while ensuring compliance with tax laws. Trust us to optimize your tax position and minimize your tax liabilities.

Tax Services (a la carte)

⁃ Consultation

⁃ Tax Amendments

⁃ Audit Assistance

Tax Packages Include:

Basic

⁃ Entity consultation

⁃ Income tax prep (business & personal)

⁃ Email support

Intermediate

⁃ Entity consultation & establishment

⁃ Income tax prep (business & personal)

⁃ Estimated tax projections

⁃ Tax deadline reminders

⁃ Email & phone support

⁃ Newsletter

Advanced

⁃ Entity consultation & establishment

⁃ Income tax prep (business & personal)

⁃ Estimated tax projections

⁃ Financial & tax planning

⁃ Tax deadline reminders

⁃ Email & phone support

⁃ Newsletter

State Tax

 

⁃ Income Tax

⁃ Payroll Tax

Federal Tax

 

⁃ Individual Tax - Starting at $250
⁃ Small Business - Starting at $500
⁃ Partnership Tax - Starting at $800
⁃ S Corp Tax - Starting at $1200
⁃ Corporate Tax - Starting at $1500
⁃ Estimated Tax Quarterly - Starting at $100
⁃ Previous year Tax Prep - Starting at $300

Financial Planning

 

Secure your financial future with our professional financial planning services. Our experienced advisors will assess your current financial situation, understand your goals, and develop a personalized plan. We provide guidance on investments, retirement planning, risk management, and more, helping you make informed decisions to achieve your financial objectives.

⁃ Loan Consultation
⁃ Grant writing - based on percentage
⁃ Budget management - based on budget - Tax Planning