Our Services

Tax Return Preparation

For:
• Individuals
• Corporations
• Partnerships
• Not-For-Profits
• Sole Proprietors
• Sales Tax
• Estates
• Gift
• Trusts

Attestation Services for Non-Public Entities

• Audit
• Review
• Compilation
• Agreed Upon Procedures

Payroll Services

• Full-Service Payroll
• Quarterly Payroll Tax Reports
• Yearly W3 / W2’s
• Yearly 1099’s

Bookkeeping Services

• Data Entry and Reconciliation
  - Monthly
  - Quarterly
  - Annual
• QuickBooks Setup and Training
• Support

Financial Statement Preparation

For:
• Non-Public Companies
• Individuals

Advisory / Planning Services

• Tax
• Retirement
• Estate