Services
What I do
Accounting Services
Bookkeeping:
- Full-charge bookkeeping services
- General journal and subsidiary ledger maintenance
- Bank statement, credit card and investments reconciliation
- Receivables and payables tracking and analysis
- Year-end bookkeeping for tax preparation
Payroll:
- Withholdings calculations for Federal and all 50 states
- Multiple payroll schedules and types including retroactive, tips, and reimbursement
- Wide array of standard deductions and an unlimited number of custom deductions
- Tracking and accrual of vacation, personal, and sick time
- Electronic payment of federal and state payroll taxes
- Filing of quarterly and annual federal and state payroll forms
- Complete W-2 reporting
- Full range of compliance reports
- Our professional advice and guidance on payroll matters
Business Organization & Registration:
- Set up your business by registering with the state and IRS
Tax Preparation
Individual Tax Services:
- 1040 EZ
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1040
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Schedule A (itemized deductions)
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Schedule B (interest and ordinary dividends)
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Schedule D (capital gains/losses)
Individual Tax Service With LLC:
- Schedule C (sole proprietorship)
- Schedule E (supplemental Income)
Corporate & Partnership Tax Services:
Form 1120 (corporate tax return)
Form 1120S (S-Corporation tax return)
Form 1065 (Partnership return)
State tax returns
Financial Advisory
Services
Tax planning: We will help you figure out how to maximize your tax refunds and minimize your tax liability. We can also help you with preparing and filing your annual taxes.
Debt Reduction: We will help you set strategic and obtainable goals to minimize your debt.
Retirement planning: We help you prepare for the day you stop working. We ensure that you’ve saved enough money to live the lifestyle you want in retirement.
Education planning: Financial planning can help make sure you are able to pay for you, your children, or any other dependent’s higher education.
Insurance planning: A financial planner can help you evaluate your insurance needs.
Budgeting: This is perhaps the cornerstone of financial planning. A planner can make sure you are spending the right amount given your income and can also make sure that you aren’t going into debt.