Services

Get tailored help for your unique tax situation. Services include tax planning sessions to plan the best way to cut future tax bills and preparation of your federal and state income tax returns. 

Services include tax planning sessions to chart a course for decreasing future tax obligations and preparation of your business’s federal and state tax return: C-Corporation, S-Corporation and Partnership. 

We can prepare your trust and estate federal and state income tax returns as well as a decedent's federal and/or state estate tax return.  

 Monthly, quarterly and year-end Balance sheet and Operating statement are prepared accurately and timely. We can help you get your bookkeeping in order and help create financial statements and other operating reporting for your business. Use these financial reports for internal purposes to help you make better business decisions. We can help with state/Local business compliance tax filings...sales and use tax, IFTA, etc. 

We can help you plan for: College education. Retirement. A new house. Get help with planning for and achieving your future financial goals. 

• Company Setup including relevant data for your business, chart of accounts, opening balances with pending transactions and user settings.
• Customized Reporting and Custom Form Templates.
• Train your staff to properly use the program for your business needs.
• File clean up to fix incorrectly posted transactions/program modules.
• Compact your desktop file.  After many years of data retention, your file may become overloaded. We can assist in condensing and compacting the file to help the program