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Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

We frequently are asked by new clients about our tax preparation fees.  As returns are seldom alike, we determine our fees after the return is complete, considering the complexity of the return and the time and effort spent.  We believe our fees are competitive for the experience, effort, and support we provide.

For non-tax preparation work our consulting fees begin at $75 for the first half hour.  Our hourly charge is $125 per hour.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

Tax Services


Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

IRS Certified Acceptance Agent

A Certified Acceptance Agent (CAA) is a entity who, persuant to a written agreement with the Internal Revenue Service, is not only authorized to assist an alien individual and other foreign persons in obtaining ITINs (Individual Taxpayer Identification Numbers) for tax purposes only, but also assumes a greater responsibility in facilitating the application process.

Accounting Services


Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Consulting Services


Business Entity Assistance

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

We can assist you with filing documentation for formation and dissolution of LLCs and corporations with the Secretary of State and/or local authorities to set up your business entity.

Other Services


Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Immigration Forms Assistance

We can help you with filing immigration related forms.

Notary Public

Bring us your important documents to notarize.