Our Services

Accounting is the lifeline of every small business. Without suitable accounting systems in place, a business is destined to fail. One of the main reasons small businesses have high failure rates is due to improper fiscal procedures. The problem essentially comes down to time.

 

Jim Rohn once said, “Time is more valuable than money. You can get more money, but you cannot get more time.” Managers and owners often spend so much of their time juggling the back office that their primary business consequentially suffers.

 

This is where we specialize. Our customized accounting solutions will perfectly fit your existing business model, saving you time and money. Our passionate and trusted group provide a broad spectrum of accounting and business knowledge to make sure your business succeeds.

 

The question remains: Why are so many small businesses afraid to hand over the most time consuming aspect of their business? Will it be too expensive? Will control of the business be in the hands of another person? What they fail to realize is that outsourcing is one of the most beneficial and productive administrative tools for saving both time and money. Additionally, when you choose to outsource with us, it can be the difference between just surviving and being extremely profitable.

Tax Preparation

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability. Your tax preparation interview can be conducted either in person, by e-mail, or even online through our client portal - whichever is most convenient for you. 

 

Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.


We provide many services, including the following:

  • Individual Tax Preparation

  • Business Tax Return Preparation 

  • Gift & Estate Tax Return Preparation

  • Partnership & Corporate Tax Preparation

  • Estate and Succession Planning

  • Tax & Education Planning

  • Out-of-State Returns

IRS Problem Resolution

An IRS letter can be intimidating and the worst thing to do is ignore it. If you or your business has received an IRS letter, you do not have to handle it alone. We have several years experience in responding to IRS letters and we know exactly how to ask for what you need in the language that the IRS will accept.

 

Payroll

Managing payroll may not seem like a critical task until something goes wrong.  It can be time-consuming, but, more importantly, it requires a good knowledge of the tax laws and deposit rules.

We will simplify the payroll process for you.  We provide extensive resources in consulting, planning, implementing, and managing payroll service functions across all industries. Your only responsibility is to obtain and provide employee data, such as the hours worked and other related information.  Upon receipt of your data, we’ll take it from there.

We offer a wide range of services, which include the following:

  • Checks or Direct Deposit for Your Employees

  • Payroll Reports

  • Quarterly Tax Forms

  • Year-End Tax Forms

  • Tax Deposit Services

  • W-2s and 1099s

  • Employee Set-up

  • Time Entry

  • Garnishments

  • Child Support

  • Payroll Tax Payments

Mobile Notary Services

The pur­pose of nota­riza­tion in the United States is to deter more and more fraud in the mod­ern com­mon day life. Doc­u­ments that are nota­rized are to prove that the par­tic­u­lar agree­ment or sig­na­ture is legitimate.

We will come to your home, office or any public location to notarize your important documents for a low travel fee. We are Bonded and insured.

We nota­rize all types of doc­u­ments including:

  • Acknowl­edge­ment

  • power of attorney

  • quitclaim deed

  • grant deed

  • authorization for minor to travel

  • affidavit

  • mortgage documents

  • medical power of attorney

  • warranty deed

  • advanced healthcare directive

  • trust

  • living trust

  • irrevocable / revocable trust

  • copy certification

  • document custodian

  • litigation paperwork

  • estate planning

  • loan signing

Bookkeeping

As a small business owner you have more important things to do than to keep your own books. So whether you’re looking for a turnkey outsourced accounting department, “on call” full service bookkeeping help, or anything in between, we’ll provide the customized accounting services you need – without the overhead of a regular employee or the hourly rates of a CPA firm. 

 

We take care of your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we will do the following:

 

These tasks form the solid foundation of your small business. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

We also provide:

  • Quarterly Estimated Tax Vouchers

  • Annual Tax Projection

  • Tax Planning

 

We will customize the perfect package based on your needs and we provide you with a detailed checklist of required information we need each month.

QuickBooks or Xero?

As certified QuickBooks and Xero Consultants, we are qualified to provide bookkeeping and accounting services and training for small businesses. We give you the choice of what software you want to use or we can help you decide which program is best for your needs.

 

We offer:

  • Setup – Although some claim you can set up accounting software in a matter of minutes, the reality is that setting things up correctly generally requires a solid understanding of both the program and accounting principles. We can handle this crucial step for you, saving you from a potentially expensive and time-consuming “re-do” down the road.

  • Training – A small investment that yields significant results! In just a brief period of time (most clients only require one or two 2-hour sessions), you’ll get the tools you need to keep your books correctly and accurately.

  • Bookkeeping – Once your system is up and running, we can provide monthly or quarterly reviews to keep you on track and answer any questions you may have.