•   Services

We handle various tax services for individuals & businesses, such as income & business tax preparation, tax planning and review. Additional services include standard bookkeeping, financial statement preparation, and business entity & formation. Check out these different solutions in depth below!

Services for Individuals

Income Tax Preparation


Preparing your own tax return can, at times, be an overwhelming task for most. Many who have taken on the task themselves have easily overlooked deductions and credits to which they were entitled. This is where an experienced tax professional comes in. You will be able to rest at ease knowing that your return has been prepared correctly, and it has been scrutinized to ensure that no credits and deductions have been left out.

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Tax Planning


The best way to reduce your tax liability will be through adequate tax planning throughout the year. You will get recommendations on different strategies that can be used to reduce taxes on income and your investments. You will also get advice on steps to take to limit your tax liability for the upcoming year.

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Tax Review


A large tax bill often result from a return that has been improperly prepared. This is common for individuals who file their own returns or for those who use amateur tax professionals. Regardless of the situation, an in depth review will be completed to identify missing deductions, credits, incorrect information and much more.

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Small Business Accounting

Bookeeping


Business owners will be able to rest at ease knowing their books are accurately maintained. We have experience in serving a wide range of industries, and our services are customized to fit your needs. Whether you need us to assume all of your bookkeeping responsibilities, or you just need help with some complex and time-consuming tasks, our goal is to provide high quality and meticulous services that will allow you to spend time focusing on other areas of your business. We know that professionally prepared bookkeeping goes a long way with helping you understand the health of your business. Therefore, for each month or quarter, all entries of income, expenses, receivables and payables will be recorded. In addition, monthly bank reconciliations will be made to identify any discrepancies between bank balance and book balance, to ensure that all accounts have been properly accounted for.

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Business Tax Reporting


Whether you are a Sole Proprietor, Partnership, Limited Liability Company (LLC) or a Corporation, filing your business tax return can be complicated, as well as time consuming. Because of that, a proactive approach will be taken to ensure an accurate and timely tax filing is made.

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Business Entity & Formation Consulting


Choosing the right business entity to operate can become overwhelming, given the various options to choose from. Consulting services will be given to assist you with choosing the right business entity structure that will allow your business to operate in a way that will minimize personal and tax liabilities, at the same time, maximizing growth for the future.

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Financial Statement Preparation


Financial statements will be prepared to track revenues and expenses to determine the company’s operating performance, and its financial strength.

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