Tax Services
Tax time is a stressful time of year for many
individuals and businesses. Given the complexity of the
ever-changing laws and the difficulty of interpreting them, you
need a tax advisor who not only can ensure you’ve
complied with the law, but who can help you claim valuable
deductions and credits you may have never suspected. Our firm
goes out of its way to reduce the burden of paying taxes for
all filers. We pledge not only to prepare your tax returns in
the best-informed, most ethical manner possible, but also to
work with you year-round as needed to plan a strategy that will
minimize your total tax burden. We are qualified to prepare all
federal, state, and local tax returns for individuals,
corporations, partnerships, and fiduciaries.
Careful tax planning is the most essential step in preparing
our clients’ income taxes, and by minimizing taxes we
strive to improve our clients' profitability. Whether you are a
large firm or small, established or start-up, we will find the
best possible strategies for reducing your tax liability within
the limits of the law.
Estate, Gift And Trust Tax Return
Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns. We endeavor at all times
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies. We are also available
to advise you in your estate planning needs, including business
succession plans and gifting strategies.
Payroll Relief
We also offer a state-of-the-art payroll processing system that
that lets you collaborate with us by setting up information on
your company and employees, and then enter your regular payroll
data and print the paychecks, while we take care of scheduling
your tax payments, paying electronically, filing your payroll
tax forms, and processing the W-2s and W-3. And because this
system is Internet-based, both of us can log in to it securely,
without the cumbersome process of transferring data back and
forth between your computer and ours.
Bookkeeping/Accounting
Our firm offers a complete range of bookkeeping and accounting
services, including receivables, payables, and payroll
management, as well as checkbook maintenance and bank
reconciliation. We prepare financial statements in accordance
with Generally Accepted Accounting Principles (GAAP) for use by
banks, investors, and other third parties. Our firm will also
prepare custom financial reports for internal, managerial
use.
Compilation, Review, And Audit Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation.