Services
What I do
Accounting Services
Bookkeeping
Our bookkeeping services are designed to streamline your financial record-keeping process. We utilize QuickBooks Online to automate tasks and ensure accuracy while keeping our fees competitive. We handle income and expense recording, reconcile balance sheet accounts, and cover QuickBooks fees for new clients to facilitate a smooth transition.
Payroll and HR Support
Simplify your payroll process with our comprehensive payroll and HR support services. We offer flexible payroll processing options, including weekly, bi-weekly, semi-monthly, or monthly schedules. Clients pay a fixed price per active company and per employee, allowing for unlimited payrolls for the same monthly price. We handle monthly, quarterly, and annual filings and our hiring process is fully electronic for added convenience.
Financial Statements Review
Ensure the accuracy and integrity of your financial statements with our thorough review services. Our experts meticulously review financial statements and reconcile books of accounts to identify and address any discrepancies or errors, providing you with peace of mind and confidence in your financial reporting.
Budgeting, Forecasting, and Projections
Planning for the future is essential for business success. Our team can assist you in preparing internal budgets, forecasts, or projections tailored to your specific needs. Whether you require support for board presentations, banking requirements, or decision-making processes, we'll work closely with you to develop comprehensive financial plans that support your strategic objectives.
Tax Services
Personal Tax Returns
We understand the complexities of individual tax returns, and our experts are here to ensure that your 1040 tax return is prepared accurately and efficiently. Additionally, we'll assist you with any applicable schedules, deductions, and credits to help minimize your tax liability and maximize your refund.
Business Tax Returns
For businesses of all sizes and structures, we offer comprehensive tax preparation services for various forms, including 1120, 1120S, 1065, and 990. We have extensive experience navigating the intricacies of business taxation, and we'll work closely with you to ensure compliance with all relevant tax laws and regulations
Sales & Excise Tax Returns
Managing sales and excise taxes can be complex and time-consuming. Let us handle the burden for you. Whether you're required to file returns monthly, quarterly, or annually, our team will ensure that your returns are prepared accurately and submitted on time, helping you avoid penalties and fines.
Tax Planning
Effective tax planning is essential for minimizing your tax liability and maximizing your financial outcomes. Our tax planning services are designed to help individuals and businesses strategically manage their finances to achieve their tax-related goals. Whether you're looking to reduce your tax burden, optimize deductions, or plan for future tax obligations, we will work closely with you to develop a customized tax strategy that aligns with your objectives.
Business Set-up and Support Services
Entity Formation and Business Structuring
Starting a new business or restructuring an existing one? Our experts can assist you in navigating the complexities of entity formation and business structuring. Whether you're considering a sole proprietorship, partnership, corporation, or LLC, we'll work closely with you to determine the most suitable structure for your business goals and objectives.
Transaction Advisory
Make informed decisions about your business's financial future with our financial modeling and transaction advisory services. Our team will help you develop robust financial models to analyze various scenarios and evaluate potential transactions. Whether you're planning an acquisition, merger, or restructuring, we'll provide valuable insights and guidance to support your strategic objectives.
Business Plans
Planning to launch a new venture or expand your existing business? Our team can assist you in developing comprehensive business plans and conducting thorough market research to support your strategic initiatives. We'll help you identify market opportunities, assess competitive landscapes, and develop actionable strategies to achieve your business objectives.