Our Services

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Also, because we serve small businesses, we emphasize simplicity. We often see clients implement complicated tax strategies that fail because they do not fully understand the complexities and cost. The tax planning ideas that work for large, or even medium-sized businesses do not always make sense for the small business owner. So, we get the basic foundation in place, and then add more advanced ideas when it makes sense. 

Here is a detailed list of services we provide:

Whether you already use QuickBooks and want to convert to QuickBooks Online, or you are starting your first business and have no idea where to begin, we help by:

• Answering your questions about the available options,
• Setting up your subscription, 
• Creating your chart of accounts, 
• Linking your bank and credit card accounts,
• Linking your payroll account,
• Providing informal training, and more.

Many small business owners think that they can keep track of income and expenses without investing in a bookkeeping system. From our experience, few are ever successful. Generally, bookkeeping entails recording all bank and credit card transactions in QuickBooks (or other accounting software) and reconciling the accounts on a monthly basis. But we customize the services provided to meet the needs of each individual client and the complexities of their unique business.

Utilizing industry-leading tax preparation software, we are able to prepare tax returns for individuals, partnerships, corporations and s-corporations, not-for-profit companies, trusts, and gift tax returns for the IRS and all states, as needed. We also communicate with our clients in order to anticipate, and often reduce tax liabilities.