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TAX ASSISTANCE
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Let us take the worry and stress out of your financial life.

TAX PLANNING & PREPARATION
We will prepare all of your business and personal tax returns. There is a good possibility that we can save you hundreds, maybe even thousands of dollars on taxes alone. All we require is an hour of your time to determine if we can save you time and money. In addition, there are things like the new tax laws and tax planning that you may not be prepared to handle properly. We can take the hassle out of trying to decipher all the tax law changes and taking advantage of the new laws that help you save taxes.

All returns are electronically filed for no additional charge. Fees are based on a minimum fee of $160 for married filing joint and $110 for Single. The minimum fee for business returns is $310.00. You will get a more exact fee upon completion of the initial interview.

BUSINESS PROBLEM SOLVING
We specialize in small start-up businesses. It is important to have an experienced accountant on your side to guide you as your business grows. The tax dollars you save can be reinvested back into your business to help you grow even faster. We feel that it is important to assist a small start-up business right from the start. We can help you prepare financial plans in applying for additional funding. If you are an existing business we can assist you in analyzing your cash flow and income statements to help you put more money in your pocket.


QUICKBOOKS PRO ADVISOR SERVICES
2003 and 2004 QuickBooks Certification. The official QuickBooks certification program tests in-depth knowledge of QuickBooks and its business management solutions. We can help you get the most out of QuickBooks. The services offered to QuickBooks users include:

  • QuickBooks installation and set-up
  • Training and seminars
  • Technical support (via phone, on-site, or remote access)
  • Write-up
  • Monthly reviews of transactions and financial and operating ratios
  • Interpretation of financial results
  • QuickBooks online banking set-up and support
  • Payroll set-up and monitoring
  • Consulting in Small Businesss and Non Profit Industries

PAYROLL

  • Set up new business with internal revenue service and state agencies(i.e.: obtain federal identification number and state account numbers)
  • Accurate federal, state, local and voluntary withholding calculations.
  • Just call in hours or email and we do the rest.
  • Choose from 3 ways to pay employees: use free direct deposit; print checks from your computer or ours; handwrite checks and print detailed pay stubs.
  • Pay and file all federal payroll taxes electronically.
  • Pay and file all state payroll taxes.
  • Stay organized with email reminders and insightful payroll reports.


NON PROFIT ACCOUNTING
If your non-profit organization is like most, you need to track financial activity by fund and general ledger account, as well as by multiple programs, grants or contracts, sites, projects, donors and so forth. Our firm is currently working for other non-profit organizations and we are familiar with the distinctive needs non-profit organizations have.

We can assist you with reconciling financial statements to supporting documents and generating journal entries. With the new accounting rules your auditor is not permitted to enter journal entries. We can assist you in preparing your financial statements for the auditor. This would include preparation of the audit work papers.

We can also assist you in preparing grant reports, budgets and 990 tax returns.

We are familiar with applying for the non profit status with the Internal Revenue Service and can assist you in preparing this application and all the supporting documentation required.


SMALL BUSINESS RECORD KEEPING AND FINANCIAL STATEMENTS
We can assist you or your staff in setting up an accounting system that is easy to use on a daily, monthly or quarterly basis.

Monthly or Quarterly Financial Statements will help you monitor your business better, allow you to see trends developing, and help you plan for the future.

Unlimited discussion of your accounting and business related questions by phone or at our office. Use us as a sounding board in all important financial decisions. This will help you make the right decisions and help you understand the new tax laws.