What do we routinely help with?

For Established Businesses

  • Review Financial Setup

  • Improve Financial Systems & Organization

  • Reduce Staff Time Required to Complete Financial Tasks

  • Proper Calculation of Estimate Taxes Based on Current Situation

  • Analysis of Opportunities to Pay Less in Taxes

  • Advise on Maximizing Profits for Increased ROI

  • Unified Tax Return Preparation for Business Owners & Their Businesses

  • Customized Reporting

  • Business Valuation & Succession/Retirement Planning

New Business Support

  • New Business Setup

  • Optimal Entity Evaluation (i.e. Sole Proprietor vs LLC vs S-Corp)

  • Setup of New Employer Accounts

  • Sales Tax Compliance

  • Accounting & Payroll Software Setup

  • Simple Bookkeeping Solutions You Can Do Yourself that are NOT Quickbooks

  • Bookkeeping Check-ins for Accountability

  • Business Advising

  • Bookkeeping & Reconciliation

  • Calculation of Estimate Tax Payments

  • Timely Tax Return Preparation

For Any Business

  • Bi-Monthly or Quarterly Financial Reviews

  • Full-Service Payroll Processing Provider

  • Bookkeeping Services

  • Accounting & Financial Statement Preparation

  • Integration of Various Software Platforms with Accounting Software (i.e. Square with QB)

  • S-Corporation Evaluation & Setup

  • S-Corp Payroll & Tax Filing

  • Simple Systems to Control Spending & Protect Profits

  • Training for Employees and Business Owners

  • Certified Quickbooks Experts to Answer Your Questions

  • Specialized Project, Payroll, Accounting and HR Solutions

When the Books Aren’t Caught Up

  • Bookkeeping Cleanup or Catch-up

  • Monthly or Quarterly Bookkeeping

When You Have a Problem

  • Tax Issues

  • Knowledgable Tax Advice from an Enrolled Agent

  • Responding to IRS Notices, Resolving Notices from SSA & Various Government Agencies

  • Payroll Tax Corrections & Amendments

  • Filing Returns after Not Filing for Several Years

  • 1099 Filing

  • Estimate Taxes

  • Non-Profit Accounting

  • Form 990 Tax Return Preparation

  • 501(c)3 and 501(c)4 Treasurer’s Report Formation

  • Restricted Funds Support

  • In-Kind Donation Recording

  • Fundraising Event Reporting Solutions

For Non-Profits

Non-Residents & Those Living Outside the U.S.

  • Economical Dual-Citizenship Returns

  • Self-Employed Expats

  • Streamlined Offshore Filing Program for Non-Filers

  • Tax Returns for Legally Present Immigrants

  • Form 1040-NR Returns

For Individuals

  • Tax Planning

  • Tax Return Preparation of Complex Returns

  • Real Help to Reach Financial Freedom when Nothing Has Worked Before

If that touches what you came looking for, reach out today.

You’ll receive a personal response back from a member of our team ready to answer whatever questions you have. No chatbots here!

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