Our Services
We have been providing personalized accounting and tax services to small businesses, families, retirees, and individuals since 2010.
We specialize in finding solutions that meet your unique needs. Taxes can be confusing and stressful, so we strive to keep our approach as simple as possible, with an emphasis on making sure you understand your taxes and books.
Tax Preparation & Planning
We prepare simple to complex returns for individuals and businesses. We offer pricing packages for those who prefer to see us once a year, and pricing for those who need consulting, planning, or other assistance throughout the year. Nobody likes tax surprises and we love helping you avoid them through proactive planning.
We keep abreast of the latest federal, state and local tax legislation and other opportunities that affect you or your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
IRS Representation
Nobody likes to get mail from the IRS or other tax agencies. Tax notices and audits can be intimidating and complex. We are accustomed to responding to notices on your behalf and often they are resolved in your favor. If you or your business face an IRS audit or assessment, we bring experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if you are outgrowing your current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. We understand that bookkeeping is a necessary task but it shouldn’t hinder your ability to plan and make management decisions. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Note that we do not provide payroll services but we can help you get set up with our preferred payroll provider, ADP. Using their Accountant Connect portal, we stay connected to your payroll and can help troubleshoot when necessary.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to reporting, information, expanding, selling or restructuring your business, we have the experience and analytical capabilities to help you make the right decisions.
Business Entity Selection
Are you using the correct business entity? Choosing LLP, LLC, sole proprietorship, partnership, or corporation is not a one-size fits all proposition. Your business has unique needs. The implications of choosing one entity over another have tax and financial consequences that we can help you sort through. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important or complex than a buy or sell decision. When you are ready to sell your business, we can provide support by measuring tax implications and performing due diligence. With the information that we can provide, you will be better equipped to negotiate the most favorable terms and be prepared for the tax results.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.