Through our CORE bundled service model we can offer clients options as what services they should use based upon their needs and budget. There is no one size fits all and each client is unique and has different needs.
CORE TAX PREPARATION SERVICES
In our complex world, tax preparation should not be done without the expertise of professionals who have the understanding and the knowledge of tax law. We back this up with 30 years of tax preparation experience.
- Individual Tax Preparation
- Business Tax Preparation
- Estates and Trust Tax Preparation
- Tax Planning and Tax Bracket Management
- IRS Resolution and Audit Assistance
- Multi-State and Local Taxes
- Sales, Use, and Withholding Taxes
- Payroll and Informational Tax Preparation
CORE PLUS TAX AND ADVISORY SERVICES
Having that trusted business and tax advisor in your corner can make the difference in success and failure. As fellow entrepreneurs we can apply our years of experience to make sure your business is on the right path.
- Quickbooks and Quickbooks Online Training and Support
- Monthly / Quarterly Analysis of Financial Results
- Monthly / Quarterly Advisory Meetings with Ownership and Management Team
- Development and Reporting of Business Key Performance Indicators (KPI) Dashboard
- Mid-Year and Year End Tax Planning Strategies and Projections
CORE PROFESSIONAL ACCOUNTING REPORTING SERVICES
Providing complete and accurate information to business owners and other stakeholders in a timely manner is paramount in any successful business. We can develop a reporting solution to fit any business needs.
- Monthly / Quarterly Prepared Financial Statements
- Annual Compiled Financial Statements (with or without disclosures)
- Annual Reviewed Financial Statements
- Quarterly / Annual Budget and Business Forecasting Assistance
- Monthly / Quarterly Cash Flow Projection Assistance and Analysis
- Annual Personal Financial Statements
CORE BUSINESS START UP SERVICES
Starting a business can be scary and complicated. With the right teaming advising you through the process it doesn’t have to be! We make an investment in our clients by giving them the additional attention a new business needs to succeed.
- Choice of Entity
- Federal and State Tax Registration Assistance
- Quickbooks Online Set Up and Training
- Business Forecasts and Projections
- Network of Legal, Banking, and Other Financial Resources