Bookkeeping Services

• We provide monthly or quarterly bookkeeping services using our Accounting Software. You provide bank statements, credit card statements, loan statements, check registers, and notes. We organize all the information for you.

• We will handle the following:

  • Record all activity

  • Balance your loans

  • Reconcile statements

  • Make adjustments

  • Discuss any tax planning support questions you may have

Bookkeeping service allows the business owner to handle everything themselves on paper, but not have to worry about compiling all of it at tax time. The reports also give the owner the ability to see how things are going through the year and have better knowledge for future planning.

Monthly Bookkeeping Support for our Quickbooks Clients

Your Company has a bookkeeper and uses Quickbooks but would like to have it reviewed on a monthly basis. Once a month, our office staff will:

• Reconcile statements, if not done in-house

• Review postings

• Make adjustments

• Prepare Management Reports as requested

• Assist with any Quickbooks questions you may have

This service provides the Owner with quality control of bookkeeping and allows us to help with any tax planning needs

Tax Preparation

Our tax preparation services include:

• Individual (1040)

• Corporate (1120/1120S)

• Partnership and LLC (1065)

• Gift (709)
  Estates and Trusts (1041)

Payroll

Here are the payroll services that we offer:

• Checks or Direct Deposit for Your Employees

• Federal Tax Liabilities

• State & Local Tax Liabilities

• Unemployment Tax Liabilities

• Quarterly Tax Forms

• Year-End Tax Forms

• Customized Payroll Reports

• Tax Deposit Services

• W-2s and 1099s