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Our firm offers a wide range of services to our individual and business clients. Because our firm is small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Services
Tax ServicesWe prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Fiduciary
- Not-for-profit organizations
*Divorce and support issues
*Tax effects of buying/selling a business or rental properties. Tax PreparationOur significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare income tax returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We will be e-filing all individual income tax returns for the benefit of our clients. Tax Planning & PreparationTax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Payroll ServicesAs a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and electronically prepare and file all necessary payroll tax returns. Sales Tax ReturnsMany of our clients are responsible for collecting and submitting sales taxes in many different counties. We can help you set up ways in which to collect and report sales, use and expo taxes. Accounting Services
Accounting ServicesProviding financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly)
*Accounting system setup for new businesses-Quickbooks Certified Pro Advisor
*Computerized payroll services
*Business tax return preparation- Electronic filing of sales and use tax returns, preparation of expo tax returns
*Personal financial statements
Financial StatementsWe can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions, and many banks require seeing them on a regular basis to keep lines of credit open. Financial Forecasts & ProjectionsForecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. Consulting Services
Accounting Software Selection & ImplementationWith the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. Miscellaneous
BookkeepingType your description for your custom service here. Quickbooks Installation and IntegrationScott Lammar is a Quickbooks ProAdvisor certified through Intuit and the Quickbooks software program. He can help your business set up the various Quickbooks programs or manage them with assistance in bill paying, check writing, payroll preparation and financial statement preparation. Other Services
Certified QuickBooks Pro Advisor ®We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting. |