PRACTICE AREAS
TAX PLANNING
Take Full Advantage of Tax Deductions & Credits
Legally reducing your tax liability is an integral part of the success of your business. Tax planning to minimize your after-tax income can help you meet your personal financial goals. Take full advantage of deductions and credits on both personal and business returns.
All Federal and Multi-State Returns
TAX
PREPARATION
We prepare income, sales and payroll tax returns for all business entity types including corporations, LLCs, partnerships and sole proprietorships. Federal and state income tax returns are prepared for individuals, fiduciaries (trusts) and estates. We have tax clients all over the US and expats living abroad and are able to work with clients remotely. By utilizing one of the industry's leading professional software programs with over 1000 built in error diagnostics, it is one more tool to ensure we file your return accurately and on time.
TAX DISPUTE
RESOLUTION
We can help bring your overdue tax filings up to date and help you to resolve tax disputes utilizing installment agreements and offers in compromise. Responding to tax notices in a timely fashion can help to prevent liens against your accounts or property.
Don't Ignore Those Tax Notices!
BUSINESS
FORMATION
Initial Entity Choice or Restructuring
Choosing the right entity can affect your tax liabilities in addition to protecting your assets. We can help you determine whether an LLC, C Corporation or S Corporation is right for your business. We can assist you with initial registrations and filings for a federal EIN, sales/use taxes and payroll taxes. If your business has outgrown your original entity choice, we can help you restructure.
BUSINESS
ACCOUNTING
Quickbooks Pro Advisors
Both Denise and Dory are Quickbooks Pro Advisors and assist clients with all versions of Quickbooks. We can help design bookkeeping systems including setup of chart of accounts, invoicing, inventory and payroll. We can help you book tricky transactions, journal entries and help unravel problems. Monthly, quarterly or annual quickbooks tune-ups can help keep your books in good shape.
QUICKBOOKS
ONLINE
Take Your Bookkeeping to the Next Level
Quickbooks Online is the ultimate in flexibility and keeps your books up to date from anywhere. Connect all your banking and credit card accounts with continuous feeds to minimize data entry. Your data is always backed up and we can instantly troubleshoot any problems without the bother of desktops backups and restores. With integrated payroll solutions which simplify the payroll process, you could reap some savings by self-preparing payroll with a helping hand from us should you need it.
BOOKKEEPING
Sometimes things get busy and you need a little help. Don't wait until tax time to get your books in order. We can provide you will varying levels of bookkeeping services. Monthly reconciliations of bank accounts, credit cards and loan accounts. Quarterly assistance with sales and payroll tax reporting. Or assistance with transaction entry and adjusting entries. We are able to export transactions from your bank or credit card company and upload them into Quickbooks to reduce transaction entry time.
Help When You Need It
RETIREMENT
PLANNING
We can help you select the retirement plan that is the best fit for your business, employees or personal needs. There are many tax advantaged plans to choose from that vary in how much you can contribute, administrative costs and many other factors. Consistent retirement savings can make your retirement years more comfortable and secure.
Choose the Right Plan
NOT FOR PROFITS
Reporting for Tax Exempt Organizations
We prepare the annual Form 990 as well as Form 1023 to obtain tax exempt status. We provide assistance with accounting design for bookkeeping issues specific to not for profits such as tracking restricted funds and functional program expenses.
COMPILATIONS
Financial Statement Preparation
Financial statements are an important management tool to help you make decisions that keep your business running smoothly. Compilations are generally for internal use and are prepared based on information prepared by management. Athough no verification of the accuracy or completeness of financial statements is made, some account cleanup and adjustments are made.
PAYROLL
Cloud Solutions
Save time processing payroll with a full-service automated payroll solution. Easy employee onboarding, direct deposit, accounting software integration and payroll tax reporting. An easy to use dashboard and ongoing support.