Our professional staff will provide you with customized, personal attention for all of your financial reporting needs.

ACCOUNTING SERVICES

  • Processing monthly cash receipts and cash disbursements transactions
  • Preparation of monthly compiled financial statements
  • Preparation of quarterly payroll tax reports and related tax filings
  • QuickBooks Software Management, including Set-Up and Training

BUSINESS ADVISORY SERVICES

  • New business start-up services, including determination of entity type, formation and incorporation document preparation assistance and government agencies registrations, etc.
  • Cash management review and cash flow projections
  • Internal controls review
  • Assistance with creating accounting policies and procedures
  • Business valuation services
  • Business succession planning
  • Assistance with financial institution/lender requirements

FINANCIAL STATEMENTS

  • Audits (including audits under Government Auditing Standards and OMB Circular A-133 Single Audit and other related filing requirements for not-for-profit organizations)
  • Reviews
  • Compilations
  • Attestation

TAX PLANNING, RESEARCH AND PREPARATION

  • Individual/Personal income tax
  • Business (i.e., corporate, LLC, LLP, etc.)
  • Not-for-profit (i.e., IRS Form 990, 990T, etc.)
  • Internal Revenue Service and State taxing authorities representation