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Our services include monthly and quarterly bookkeeping, payroll services, bill pay assistance, tax preparation, and business and tax planning for your individual and business needs.

Bookkeeping Services

Basic services include:

  • Preparation of Monthly or quarterly financial statements
  • Bank Reconciliations
  • Tax Preparation

Standard services include the above plus:

  • Payroll processing
  • Online Employee Portals
  • Preparation of Year End W-2’s
  • Preparation of Year End 1099’s
  • Payroll tax and return filings

Advanced Services in addition to the services listed above include:

  • Bill pay services
  • Expense Tracking

Payroll Services

Our services are flexible to your business needs: Our payroll services include:

  • Remote printing of paper checks
  • Direct Deposit processing
  • Online employee portals for access to electronic check stubs and W-2’s
  • Processing payroll tax deposits
  • Filing Monthly, Quarterly, and Year-end payroll reports

Tax Preparation

Our plans tailored to fit your need:

Basic Tax Services:

  • Electronic filing of all federal and state returns
  • Online portal access to electronic copies of returns
  • Email support response within 48 hours
  • Phone consultations up to 1 hour per year

Complete Tax Services:

  • Annual Tax strategy meeting
  • Email support response within 24 hours
  • Phone consultations up to 2 hour per year

Business and Tax Planning Advice

We offer tax strategy planning for new and established business, as well as tax planning for individuals at whatever stage of life you are in:

  • New Business Entity Selection
  • Strategic Tax planning for businesses and individuals
  • Retirement Planning
  • Financial Statement Analysis

Information Request for Services Listed Above