Our office is dedicated to going beyond the expectations of a traditional CPA firm and servicing your accounting needs, so you can focus on what’s important - running your business. Because our office is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.
We offer a variety of services to our individual to medium-sized corporations, including start-up businesses, family-owned businesses, private individuals, public agencies, and non-profit organizations.
Tax Planning and Preparation
We offer tax planning to all of our individual and business tax clients. Tax planning can be done several times per year to determine estimated tax payments or just at year end. We strive to help you maximize your hard-earned dollars. We monitor changes in tax law, use the information to prepare your tax returns, and serve as an advocate in all tax matters.
For tax preparation, we assist individual taxpayers to file forms necessary with individual income tax returns in the areas of agriculture (Schedule F), rentals (Schedule E), oil/gas (Schedule E or C), investments income (Schedule B or D), pension income, and small business income (Schedule C).
We provide tax services to businesses that have been formed as entities as well, such as partnerships (Form 1065), LLC’s (Form 1065), C corporations (Form 1120), and S corporations (Form 1120S).
We work with executors and trustees to file the returns necessary for estates and trusts (Form 1041 and 706). We assist taxpayers with large gifts in determining whether a gift tax return (Form 709) is necessary and assist in preparation and filing of forms.
We also service not-for-profit organizations for annual filing of Form 990, 990-EZ or 990PF.
Bookkeeping/Write-Up
We provide online bookkeeping and write-up services to individuals and businesses. Our services include, but are not limited to, keying checks on a monthly or quarterly basis, entering deposits, general journal and subsidiary ledger maintenance, bank statement reconciliation, and cash collection/payment analysis. Because our service is performed online, you always have a real-time view and clear picture of your financial position.
Payroll Services
We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking, check printing, electronic tax payments and tax filings, complete compliance, and more. You will receive all the payroll reports you need to run your business most efficiently, and you will also get personalized professional advice on all payroll matters for your business.
Estate Planning and Gift Taxing
Effective estate and gift planning facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Business Consulting
Our goal is to help your small or mid-sized business succeed, no matter what the economic climate. To this end, we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever your needs, we have the experience to help you grow and manage your business.
IRS and State/Local Representation
We know the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.
Sales Tax Services
We can help prepares all sales tax filings and offer full sales tax audit representation.