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

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

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

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