Our Services

Tax & Accounting   

  • Bookkeeping (Qbooks for Windows, Qbooks for Mac, and Qbooks Online support)
  • General ledger accounting training 
  • Corporate tax planning and strategies
  • High net worth individual tax planning and strategies
  • Sales and use tax reporting and preparation (multi jurisdiction)
  • Independent contractor reporting and 1099/ 1096 tax preparation
  • C-Corporate Tax Preparation (Form 1120)
  • S-Corporation Tax Preparation (Form 1120S)
  • Single Member LLC Tax Preparation  (Form 1040: Schedule C)
  • Multi Member LLC (Partnership) Tax Preparation (Form 1065)
  • Estate Tax Preparation (Form 706 / Form 1041)
  • Individual Tax Preparation (Form 1040) (50 states and Puerto Rico)
  • Tax audit representation (corporate and individual)
  • Insurance audit representation (workers compensation, general liability,department of labor, collective bargaining)

Specialty Services

  • Small business set-up
  • Bookkeeping
  • QuickBooks Consultants
  • Tax Planning & projections
  • Business Taxes (Partnerships, Corporations, LLC's)
  • Personal Income Taxes
  • All types of Business consulting (including purchase & sale of business's)
  • Personal financial consulting
  • Retirement projections

Estate Planning

  • Business ownership succession planning
  • Charitable remainder trusts
  • Insurance needs analysis
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