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Analysing Data

Services

We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Services

Individual

  • Pro-Active Tax Planning

  • Tax Preparation

  • Amended and Back Tax Return Preparation

  • Multi-State Income Tax Preparation

  • Electronic Filing

Business

  • Pro-Active Tax Planning

  • Tax Preparation

  • Corporations

  • Sub-Chapter S Corporations

  • Partnerships

  • LLC

  • Foundations

  • Not-For-Profit Entities

Estates & Trusts

  • Estate and Gift Tax Planning

  • Tax Preparation

  • Estate - Inheritance

  • Estate Income Tax Return

  • Trust Income Tax Return

IRS State/Local Representation

  • Tax Audit Representation

  • Payroll Tax Problems

  • Payment Plans

Bookkeeping

Bookkeeping/Write-Up

  • We Provide Services In-House or at Your Location

  • Hosted Services

  • Accounts Receivable; Accounts Payable

  • Bank Statement Reconciliations

  • General Ledger & Subsidiary Ledgers

  • Depreciation & Amortization Schedules

  • Financial Statements

  • Full Charge Bookkeeping Services

Review & Compilation Services

  • We Provide Services In-House or at Your Location

  • Hosted Services

  • Accounts Receivable; Accounts Payable

  • Bank Statement Reconciliations

  • General Ledger & Subsidiary Ledgers

  • Depreciation & Amortization Schedules

  • Financial Statements

  • Full Charge Bookkeeping Services

Payroll

  • Payroll & Payroll Tax Returns

  • Real Time Payroll Processing

  • After-the-Fact Payroll

  • Federal & State Reporting

  • W-2's & 1099's

QuickBooks

  • Accounting Software Selection, Installation & Support

  • QuickBooks/QuickBooks Pro

  • QuickBooks Pro Advisor

  • Peachtree

Additional Services

  • Notary Services

  • Consulting & Advisory Services

  • Accounting Software Installation & Training

  • Business Valuations

  • Business Loan Assistance

  • College Planning & S29 Plans

  • Cash Flow & Budget Analysis

  • Entity Selection & Restructuring

  • Financial Forecasts & Projections

  • Hiring Consulting

  • Mergers & Acquisitions

  • Sale of Business

  • Workman's Compensations Audits

  • Department of Labor Audits & Investigations

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