We Offer a Wide Variety of Services

 

Count on us for tax preparation, payroll, financial statements and much more.

What can we do to help you save more and make your money work harder for you? Whether you need personal tax planning, business payroll, sales tax payments or bill paying, we’re here to make your life easier. Contact us today to find out more about these services:

Tax Preparation

  • Individual (1040) with all schedules
  • Corporate (1120 or 1120S)
  • Partnership (1065)
  • Estate and Trust (1041)
  • Non-Profit Organizations (990, 990-EZ, 990-N)

Financial Statements

  • Compilation of monthly, quarterly, semi-annual, and annual financial statements
  • Review of Financial Statements on an interim and annual basis
  • Personal Financial Statement preparation
  • Bank Statement reconciliation

Payroll

  • Calculation of weekly, bi-weekly, semi-monthly and monthly payroll checks for employees through an online payroll service or in house service (direct deposit available)
  • Federal  941 and State monthly deposits (when applicable)
  • Quarterly Payroll Reporting (Federal and State)
  • Year-End Payroll Reporting
  • W2/1099 Preparation

Other Services

  • Bill Pay (On-Site or In House) – offered weekly, bi-weekly, semi-monthly or monthly
  • State and/or Local Sales Tax Report on a monthly, quarterly, or annual basis
  • Quarterly Federal Excise Tax Returns
  • IFTA Quarterly Fuel Tax Returns
  • QuickBooks setup and consulting
  • New Business setup
  • Estate Planning & Gift Tax Issues
  • Annual Heavy Equipment form preparation
  • Truck and Trailer tag applications and DOT applications
  • Document to satisfy loan application requirements for business loans (SBA and Commercial)