Tax return preparation has made substantial changes in the last 30 years. From a paper return that had to be signed and then mailed in to an almost entirely paperless process with confirmation that the return has been received through the e-file system. Today, we have a wide range of options to receive process and file your tax return. The goal of our services is to file an accurate return in an efficient and timely matter.

You did not start your business to be a bookkeeper or accountant. The small business needs accurate accounting records prepared on a timely basis, just like the largest Corporation. Accurate and timely records and financial statements are essential in the day-to-day management of any business, not just for the annual tax return preparation. We can work with your bookkeeper, even if it is you, or we can be your bookkeeper by tracking payables, paying your bills, tracking receivables, preparing the bank deposits and reconciling bank and credit card statements.

Then the accounting services kick in. I review your records and reconciliations, making adjustments including depreciation entries and then the financial statements are prepared and a compilation letter is attached.

From here we can sit down with you and review information and maybe provided a financial analysis. The goal is to help you succeeded!

Payroll can be a daunting task and is always more than just writing payroll checks. Besides preparing payroll checks, we can also assist in making liability payments and prepare and submit quarterly and annual reports and W-2s. And we must not forget those selected vendors that must receive their 1099s.

We use QuickBooks® for our own internal needs as well as our client’s bookkeeping needs. A QuickBooks® ProAdvisor since 1999, I should be able to answer your questions or fix your problems when it relates to QuickBooks® Financial and P.O.S. Programs.