Tax Services:
  •  Tax preparation

  •  Tax planning

  •  Tax Compliance (audit representation, back taxes owed, payroll tax problems, IRS issues)

Bookkeeping Services:
  • QuickBooks sales and setup

  • Training for Quickbook- free 1 hour training QuickBooks tips (via website)

  • QuickBooks "quicktune" service (audit and fix of QuickBooks files)

  • Payroll processing

  • Financial statement preparation

  • Other financial reporting

  • Bank reconciliations

Financial Planning:
  • For Business : 

  1. Employee Benefits​

  2. Group Life Insurance needs

  3. Executive Fringe Benefits

  4. Key Person Insurance

  5. Business Overhead Expenses Insurance

  • For Individuals :​

  1. Life and Disability income insurance​

  2. Long Term Care Insurance

  3. Retirement Products

  4. Estate Analysis

  5. Tax Deduction Strategies