Services

Pro Series tax software & QuickBooks by Intuit allow us to specialize in preparing taxes and all aspects of bookkeeping in the following areas:

Full-Service Bookkeeping

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations
  • Financial Statement Preparation
  • General Ledgers and Financial Statements
  • Monthly/Quarterly/Annual
  • Payroll Services
  • 1099 and W-2 Preparation

Tax Service

  • Amended Tax Returns
  • tax forms
  • Business
  • Corporations
  • Electronic Filing - "Free"
  • Independent Contractor
  • Individual
  • Partnership
  • Personal
  • Small Business
  • Sole Proprietorship
  • Unfiled Prior Year Tax Returns

A true tax professional can provide you much more valuable service than your off-the-shelf software. The software is only as good as the info that you provide it. It will do the checks and balances to ensure the arithmetic errors are caught and the latest tax changes are provided, but it fails to do one thing.

It may not be able to maximize your tax-savings opportunities because it will not know and understand your complete financial situation in the way we can. This is especially true if we have worked with you for a few years and know your situation and your background.

The essential ingredient is long-term planning based on our knowledge of you, your family and your goals, short & long term. The other piece is the unknown factors that you might not think of, such as a child planning for college or a parent in need of dependent care.

Our professional staff can factor in these things and help you plan for the future that will fit each specific circumstance to your liking.