Accounting Services
- Compilation Services
- Bank Reconciliation
- Financial Statement Preparation
- Bookkeeping Services – Preparation of Payroll and Sales Tax Returns
- Estate and Guardianship Accounting
- Assistance with QuickBooks
Tax Preparation
- Individual – We can also provide assistance with Delinquent Returns.
- Partnership
- Corporate
- Estate & Trust
- Non-Profit
- State and Local Returns
- Representation Before the IRS for Individuals & Businesses
Business Planning
- Assistance with Business Decisions
- Assistance with Completing Forms for Start-Up Companies
- Business Loan Assistance
Elder Care Services
- Assistance with Check Writing, Deposits & Bank Reconciliation
- Review of Investment Objectives, Working with Financial Consultants & Attorneys
- Compilation Services & Preparation of Financial Statements
- Preparation of Health Insurance Claim Forms
- Other Miscellaneous Financial Services
Additional Services
- Miscellaneous Financial Services are Available Depending on Client’s Unique Needs