Services

What We Offer

Bookkeeping Services

Accurate financial and timely information for your business will be provided. This will give an insight into the financial health of your company.

Having bookkeeping services by a professional will save you time and money. We’ll do the busy work for you which will allow you to concentrate on what you do best and that’s running your business.

You will receive the following reports:

  • Balance Sheet
  • Income Statement
  • Statement of Cash Flows
  • Monthly Trend Report
  • General Ledger
  • Other special reports as needed

To provide you with the reports above, the following activities need to be done.

  • Reconcile your bank accounts and credit card transactions monthly.
  • Track your fixed assets acquisitions, disposals, and depreciation.
  • Record payroll entries.
  • Amortize notes payable activity.

Having accurate financial information will prepare you for your year-end tax planning.

 

Tax Preparation

With over 30 years of experience preparing tax returns as an Enrolled Agent this allows me the authority to practice before the IRS.

First time appointments should bring their previous year tax return for review.

For the current year in preparing your taxes, there may be questions asked while reviewing the paperwork.

The goal is to be accurate, ethical and make sure that every deduction is taken to lower your tax liability. If you’re a small business, every expense allowed will be taken to reduce your business net income. Estimated tax payments throughout the year may be suggested if needed. This way you don’t have a huge tax burden at the end of the year.

We’ll e-file your Federal and State tax returns. This allows timely proof of compliance and if you’re expecting a refund you should get it sooner.

The goal is to give you the best results possible.