Tax and Accounting Services

We also provide financial statement preparation, and attest services such as compilations and reviews of financial statements. We can prepare your financial statements in accordance with Generally Accepted Accounting Principles (GAAP), or Other Comprehensive Basis of Accounting (OCBOA) for use by management, banks, investors, and other third parties.  Use these financial reports to assist with internal decision making purposes to help you make better business decisions, or for external purposes such as applying for a loan.

We provide a full range of tax planning, preparation and compliance services for your business. We will counsel you on ways to minimize your tax burden and stay in compliance with complex tax laws. We prepare federal and state tax returns for all U.S. business entities, no matter which state laws the business may have been incorporated under or operate within. We routinely prepare federal forms 1120, 1120S, 1065, 3520, 3520A, 5472, as well as all states income tax returns, and other state and local tax forms.  We also can prepare sales and use tax returns, annual property tax declarations, and other state specific tax filings.

Because the majority of our client companies utilize a QuickBooks accounting format, and many of our clients wish to perform their own day-to-day bookkeeping, we are QuickBooks specialists experts and commonly assist our clientele with setting up their Company in QuickBooks. We have created a special one-on-one quick start lesson, utilizing the latest version of QuickBooks Desktop and QuickBooks Online (QBO) designed to get you up and running in a hurry! Our hands-on lesson is approximately two hours and conducted remotely via Zoom. Afterwards, if you need help entering a transaction, or running a report, just give us a call.