Our Services
Tax Planning
Tax planning is all about taking a proactive approach to dealing with taxes. While some tax professionals utilize end of the year tax planning, we want to ensure that you have a comprehensive plan. Our tax planning service starts with an analysis of your financial siutation. We then use this information to create a customized and complete plan that utilizes various strategies to ensure that you are in the best tax scenario.
Payroll
Payroll is one of the most crucial aspects of a growing business. And with payroll comes issues of compliance and payroll taxes. We will ensure that your payroll reporting is accurate and up to date. Our payroll service includes the quarterly filing of Form 941s, as well as the annual submission and distribution of Form 940s and W-2s. We take complete ownership of your payroll process, leaving you free to focus on growing your business.
Bookkeeping
Our bookkeeping service is a monthly service that includes the recording and classifying of all of your business transactions, monthly bank account and credit card reconciliation, and the preparation of financial reports that give you a complete overview of your business health. Each month, we have a one on one meeting to review the reports. In addition, we will prepare and file your annual taxes using the data collected throughout the year.
Clean-up
The clean-up service is a one-time service that you can take advantage of if you have fallen behind on your bookkeeping process. We will reconcile all bank accounts and credit cards up to the requested date, clean accounts receivable and accounts payable accounts, enter missing data and rectify incorrect entries, and reorganize your chart of accounts in order to optimize your books. After clean up, we are happy to get you set up with our monthly bookkeeping service.