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Services

 
 
 
 
Tax
  • Individual ​​Tax Returns

  • Part​nership ​​Tax Returns

  • Corporate ​​Tax Returns

  • Tax Planning & Consulting

  • Tax Liability Reduction Strategies

  • Estate Tax Return

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Accounting
  • Individual & Busin​ess Accounting

  • Business Entity Setup

  • Quarterly Payroll

  • Incorporation

  • Business Consulting​

  • QuickBooks Online/QuickBooks Desktop/Xero Accounting Software

  • Solutions for every budget

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IRS & State Debt Resolution

  • Notices & Correspondence     

  • Tax Audit Resolution

  • Levy and Lien release

  • Offers in Compromise

 

Your continued financial wellbeing and success are of prime importance to us, so we would like to partner with you to get out in front of any tax or business planning issues you may be facing. 

 

Individual tax projection - If you have experienced any of life's changes that could affect your tax return – job, family, investments, increase/decrease in income, etc. and would like a projection for your personal return, please send a copy of your most recent paystub(s) with notes about any changes you've had this year.

Business planning - If you are thinking of starting a business or changing your current business structure, now is the time to make solid choices to gear you toward success and avoid costly mistakes.

Sales Tax - Are you concerned about Nexus? We can help manage FBA Sales Tax compliance and reporting for you.

Retirement planning - If you are planning on funding a retirement plan, do not wait until year end to make the contribution if cash flow allows you to do it now.  By funding now, you may be able to shelter your earnings in a tax deferred IRA, SEP, or 401k account. 

By working together with a proactive approach, we can help you reach your goals.  Please reach out to our office as soon as possible to discuss your options. 

 

QuickBooks Desktop or Online

By helping you save time on accounting, QuickBooks Online frees you up to focus on growing your business. With all your financial information in one place, you'll have a better understanding of your business and an at-a-glance overview of your financial position.

QuickBooks Online enables you to:

  • Store all of your financial information in one place​

  • Connect directly to us

  • Work seamlessly from anywhere on any device​​

  • ​​​​​Always work on the latest version

  • Keep data safe and secure​

Need help with your company QuickBooks account?​
​​Have us assist you with setting up and maintaining ​​your QuickBooks!​

Full Service Accounting

 

​​We also offer the complete package. We can take care of your books for you. 

  • ​​​Financials are prepared monthly and sent to you

  • Low monthly cost

  • We have a CPA review your financials throughout the year

  • Having us prepare your financials makes preparation of your tax return simple and easy

Do you have outstanding IRS issues?

Do you need help releasing a Tax Lien?

Do you have unfiled income tax returns?

 

We will listen to you carefully to understand your unique needs and recommend a solution that will work best for you.

  • We communicate on your behalf with the IRS and State when you receive correspondence or visits from government agencies.

  • If you owe back taxes to IRS or State, you may qualify to settle your debt for substantially less than what you owe. We will determine if you qualify for an Offer in Compromise, which helps individuals and businesses substantially reduce the amount of taxes owed. 

  • Even if you don’t qualify for an Offer in Compromise, we will negotiate with the IRS to set up affordable payment plans that work with your budget and living expenses.

  • We can review tax returns prepared by others to check for errors that could trigger an IRS audit or cause other problems. If we detect any such errors, we can file an amended return. If an audit has already occurred, we can request an audit reconsideration.

  • We also prepare back tax returns, research IRS notices to ensure accuracy and fairness, negotiate the removal of penalties and interest, stop wage garnishments and levies, and much more

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