Personal Tax Planning & Preparation
- Preparation of federal, state, and local tax returns
- Year-round tax planning
- Quarterly estimated payment analysis
- Tax Notice Resolution
- Retirement Tax Planning Strategies
- Tax planning updates for changes in legislation
Business Tax Planning & Preparation
- Preparation of Federal, state and local tax returns
- Servicing the following entity types – Corporations, S-Corporations, Partnerships, LLC’s, LLP’s, and sole proprietors
- Multi-state taxation analysis
- Year-round tax planning
- Quarterly Estimated payment analysis
- Tax planning updates for changes in legislation
Outsourced Controlling / CFO Advisory Services
- Monthly & Quarterly Closings
- Profitability analysis
- Cash flow management and analysis
- Budgeting and forecasting
- Purchase vs. lease analysis
- Job costing and overhead rate calculations
Bookkeeping
- QuickBooks Online Certified ProAdvisor
- Setup chart of accounts
- Bank and balance sheet account reconciliations
- Setup best practices to follow to keep accounting records in line
- Setup of Financial reports
Small Business Consulting
- Business start-up and choice of entity
- Deciding what accounting system fits your entity best
- Sales tax consulting
- Bookkeeping and accounting consulting
- Succession planning
- Accounting Software conversions