Services Continued

Multi-State Tax Filings – Individual and Corporate

Whether Individual or Corporate filings, rest assured we are knowledgeable in any states specific laws and will work diligently to get you the most from your filings.

New Business Formations

We are expert at designing and setting up the accounting system for your new business. We can help you understand the wide range of options including simple manual systems, economical small business systems, or robust full-featured integrated networks. We can help you make the best choice at startup and assure flexibility as you grow.

Payroll Tax Filings

We prepare the quarterly tax returns: 941, state, local, state and federal unemployment, W-2’s, W-3’s, 1099’s, 1096’s, EFTPS setup, etc.

We make it easy to pay your payroll taxes and file your returns on time. With our tax filing expertise, we will analyze your payroll tax data, verify tax due dates, handle payment, and even provide you with status reports, giving you total peace of mind.

Personal Tax Filings

Personal Tax Filings – Federal and any state in the United States

We make it easy to pay your payroll taxes and file your returns on time. With our tax filing expertise, we will analyze your payroll tax data, verify tax due dates, handle payment, and even provide you with status reports, giving you total peace of mind.  Our sercies include: 941, state, local, state and federal, W-2’s, W-3’s, 1099’s, 1096’s, ESTPS setup, etc.

Personal Finance and Budget

Recording transaction in a checkbook is a lost art, let us help you  manage your income and pay your bills on time and still have money left in your account.  What are your budgeting goals? We can help you detail and accomplish those goals.

Plan for college, improvements on your house, or that much needed vacation.

Quickbooks Services

New to quickbooks?  We can help!  We install the software, walk you through the start-up and answer any questions you have or maintenance issues you may have throughout the year.

Sales Tax Filings

Sales Tax Filings – monthly, quarterly or semi-yearly.

We believe that timely filing and remittance of tax is important.  We will prepare and file all of your sales & use tax returns accurately and  timely; monthly, quarterly or semi-yearly in all 50 states. Filing sales & use tax can be extremely challenging, but it’s what we do, so we know how to expertly navigate through tax forms and tax language.

Sales Tax Audits

We defend you against the sales tax audit and the assumptions or erroneous projections about your business’s revenue. We assist you with following audit related tasks:

  • Pre-Audit Review of Your Books & Records
  • Sales & Use Tax Audit Defense
  • Overpayments Recovery
  • Prior Periods Resolutions

Tax and Financial Planning

We strive to simplify your financial life and to deliver a thoughtful, well-executed plan. Our most important role is to keep your personal financial and tax interests on a smooth path that reaches your desired objectives