Services
Contact our office to set up a quick phone call with one of our CPA’s to discuss your needs and to see if we will be a good fit for you! Based on our discussion, we will determine what services are required, provide our fee estimate for the recommended services, and create a customized action plan for you.
Tax Preparation and Planning
Tax preparation and planning for individuals, corporations, s-corporations, partnerships, non-profit, estate and gift tax, trusts, sales tax, payroll tax, property tax
Accounting and Bookkeeping
Monthly, quarterly, or annual accounting and bookkeeping (on site options available), payroll tax deposits, financial statement preparation and analysis, strategic planning
QuickBooks Setup/Training
Set up of accounts, vendors and customers, recording daily activities, bank feeds and reconciliations, payroll, and QuickBooks accounting and report review
Internal Controls and Procedures
Assistance with writing and testing of internal controls and standard operating procedures, checklists
IRS Assistance
IRS audit assistance, representation, tax notice response, penalty abatement, amended tax return
Other Services
Audit and review consulting, business startup, entity selection and restructuring, financial and retirement planning, financial projections and budget
What to Expect - FAQ
How does billing work?
We offer services at hourly rates, as well as a monthly subscription pricing that could include tax preparation and planning, accounting and bookkeeping, and your “quick questions” throughout the year. Contact our office to find a plan that works for you.
How do we get in touch a CPA?
We value our relationship with you and all of our clients, so a lot of our work is often done directly with you. Because of this, the best way to get in touch with us is by emailing us or giving our office a call to set up a time to chat. That way we can make sure our allotted time is dedicated to you.
What’s next?
Depending on the service we are providing you, we will send you a customized list of items that we will need in order to get your project completed timely and finished by any applicable deadlines. Our goal is to provide you with an excellent product and impeccable service. Please, let me know if there is anything that we can do to help make your experience with us better.