SERVICES

Accounting and Bookkeeping

Financial Statement Preparation: Creating essential financial statements (income statement, balance sheet, and cash flow statement) for business insights.
Accounts Payable and Receivable Management: Tracking invoices and payments to manage cash flow and financial obligations effectively.
Bookkeeping: Track income, expenses, and transactions with precision and detail.
Bank Reconciliations: Ensure your financial accounts align with your bank statements.
Tax-Ready Records: Keep your financial data organized and prepared for tax season.

Personal Budgets: Create a clear plan for your income and expenses, helping you save, reduce debt, and build financial security.
Business Budgets: Develop a tailored financial roadmap to manage cash flow, control expenses, and support your business’s growth.
Expense Tracking: Monitor your spending habits with detailed reports and insights.
Goal Setting: Align your budget with your short-term and long-term financial objectives.
Periodic Reviews: Stay on track with regular budget check-ins and adjustments as needed.

Tax Preparation and Filing: Preparing and filing federal, state, and local tax returns for individuals and businesses.
Tax Planning: Developing strategies to minimize tax liabilities, including advising on tax-saving opportunities and planning for future tax obligations.
Tax Problem Resolution: Assisting clients with IRS audits, negotiating settlements, resolving back taxes, and handling any disputes with tax authorities.
Estate and Gift Tax Planning: Helping clients develop plans to minimize estate and gift taxes.
Bookkeeping: Recording daily financial transactions, managing ledgers, and maintaining accurate financial records.

Entity Selection Guidance: Assistance in choosing the right business structure (e.g., LLC, S-Corp, C-Corp, Partnership, or Sole Proprietorship) based on liability, taxation, and operational needs.
Business Name Registration: Ensuring your business name is unique and compliant with state naming requirements. This may include conducting name availability searches and registering with the appropriate authorities.
Filing Formation Documents: Preparation and submission of required documents such as Articles of Organization (for LLCs) or Articles of Incorporation (for corporations) with the Secretary of State.
Employer Identification Number (EIN) Application: Obtaining an EIN from the IRS, which is required for tax filings, hiring employees, and opening a business bank account.
Licensing and Permits: Identifying and securing the required business licenses and permits at the local, state, and federal levels.
Tax and Compliance Assistance: Guidance on tax registration and ongoing compliance requirements, such as annual reports and franchise taxes.