Our Services

We offer a broad spectrum of tax and business financial consulting, including accounting, QuickBooks Training and Consulting and IRS Representation. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across all sectors.

Business Consultation and Income Tax Preparation

The requirements for corporate management are becoming increasingly extensive. That is why fundamental business consulting for us is inseparable from the services of good tax consulting and income tax preparation.

Our services include

  • Consulting on Business Entity Formation for LLCs, Corporations and Partnerships
  • Income Tax preparation for all Business entities
  • Income Tax preparation for individuals, including state filings  

QuickBooks Training and Consulting

QuickBooks Training

  • Customizing Chart of Accounts
  • Designing Financial Statements
  • Tracking Vendors and Customers
  • Entering Invoices and Processing Payments
  • Reconciling Bank Statements
  • Handling and Paying Sales Taxes
  • Preparing and Printing Invoices
  • Managing Inventory
  • Processing Payroll and Paying Taxes
  • Defining Job and Project Cost Elements
  • Creating and Customizing Reports
  • Using Data Files in Spreadsheets

QuickBooks Consulting

  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Train client or client staff in use of software to meet their accounting, management and tax needs.
  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of client QuickBook data to assist in tax preparation and management reports.
  • It is of utmost importance that your company be set up correctly. Proper set-up is essential in order to generate accurate reports.
  • The Installation and Set-up process involves the following steps:
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that starting date It is of utmost importance that your company be set up correctly. Proper set-up is essential in order to generate accurate reports.
  • The Installation and Set-up process involves the following steps:
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that starting date
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • Entering your outstanding accounts receivable and accounts payable detail as of your starting date
  • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
  • Entering your transactions since your starting dates into QuickBooks

 

Accounting

Accounting is not just a matter of fulfilling accounting obligations, it is an essential element of operational management control. We can provide full or limited support depending on your needs, regarding the following:

  • Preparation & transmittal of sales tax.
  • Full Range of Bookkeeping Services.
  • Full Range of Payroll Services.
  • Preparation of annual financial statements and cash basis accounting

IRS Representation

Many solutions exist for taxpayers facing problems with IRS.

 

We understand how to use these solutions in your best interest, while resolving problems.

We offer full representation without you ever having to visit or speak with an IRS agent.

We can lift that burden from your shoulders and have had success with reducing taxes owed to the IRS.

Solutions may include ...

 

Filing Delinquent Tax Returns

You may still be able to file past tax returns, usually reducing the taxes and penalties owed. Experience is the key when dealing with the IRS.

Offering a Payment Plan
Offering the IRS a payment plan that works within your budget.