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
QuickBooks Set-up and Training
As a certified QuickBooks ProAdvisor we are well
positioned to assist clients with the set-up of
QuickBooks as their accounting system. We also offer
tailored QuickBooks training to meet our client’s
specific needs. Or you can choose to have us CPA manage your accounting functions.
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
For your convenience, we also offer a virtual tax service where you can meet with us online, forward your tax information electronically and the prepared returns can be E-signed and E-filed. This allows us to prepare returns for clients from anywhere in the US - all states and any year(s) and, you never have to leave your home or office.
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.
Successful implementation and periodic review of your
financial plan will ensure financial independence during
your working years and through your retirement years.
Business Entity Selection
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.
IRS Letters and Audit Notices
In this D-I-Y economy, we realize that many have taken it upon themselves to prepare their own tax returns. This is especially true with new entrepreneurs who are venturing into new businesses such as Uber and AirBnB. We truly admire and applaud that effort. But what happens when you get that IRS Letter and you're not sure what to do about it because it was the software that handled all the calculations on your return? We can help you understand the notice, make the necessary amendments and respond to the Federal and/or State taxing authority.