Services

Income Tax

We offer efficient and honest tax services to fit your needs. We will review your tax situation to ensure you are taking all the deductions and credits you qualify for while complying with all federal and state tax laws and regulations. We know that taxes are complicated! Let us help you understand your tax return.

  • Individuals
    • Federal returns
    • All state returns
    • Single member LLCs
    • Estimated tax calculations
    • Withholding calculations (W-4)
  • Businesses
    • LLCs
    • Partnerships
    • S-Corps

 

Bookkeeping

We offer bookkeeping services to small businesses. Having current, accurate books allows you to manage your business with confidence and get through tax time with ease. Following is a general list of the bookkeeping-related services we provide. Leave the busy work to us and spend more time doing what you do best!

  • Bookkeeping
    • Posting and categorization of bank and credit card transactions
    • Bank reconciliations
    • Cleanup projects
    • Sales tax reporting
    • Business license renewal
    • Consulting and training
    • Year-end 1099 preparation

Fiduciary Accounting

Whether you are a professional fiduciary or have been named as trustee, conservator or executor, we can help you prepare an accurate and easily understandable accounting for the individual you are assisting or the trust or estate you are managing. An outside accounting will show interested parties how you have been managing the money entrusted to you in a simple, easily readable document. Being in charge of a trust, estate, or conserved individual is a hard job. Contact us to find out how we can help alleviate some of this stress.