Individual Tax Services

• We happily answer your questions and provide future tax planning to our clients. 

• Consult tax law handbooks and bulletins to determine procedures for preparation of atypical returns. 

• Explain federal and state tax laws to individuals and companies. 

• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. 

• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. 

• Furnish taxpayers with sufficient information and advice to ensure correct ax form completion. 

• Calculate form preparation fees according to return complexity and processing time required. 

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Business Tax Services

After a few years of DIY taxes and finances, a huge percentage of small business owners are finding that they either don't have time to manage the finances of their business, fear they might be losing money inadvertently, or worse yet, have gotten a painful visit from the IRS. 

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Many are returning to the more traditional route of working with a tax consultant, if not handing off the project to the, entirely. 

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• Revenues and Expenses

  • We can go over how much money is going out, where it is going, and what money is coming in. 

• Cash Expenditures: 

  • We can go over the cash your business spends so you will have an accurate number of expenses each year. ​

• Debits and Credits 

  • We can go over the transactions and help you consider what is being exchanged for what, which debit account it affects, and whether the effect is to increase or to decrease. ​

• Accounts Payable Procedures: 

  • The accounts payable process or function is immensely important since it involves nearly all of  a company's payments outside of payroll. ​

• Sales and Accounts Receivable

  • We can go over what customers still owe you, and what debts you owe others. 

• Payroll

  • We can go over who is getting wait what, making sure ​you've met your responsibility to file and pay forms and payroll taxes.