Tax and Bookkeeping Services
We offer a wide range of services that includes:
- Initial Set-up for New Companies
- Management of Books in the client's office or in ours
- Full-Service Federal & State Individual & Business Tax Preparation
- Monthly Tax Planning & Tax Reduction Methods
- Monthly Bookkeeping & Accounting
- Financial Statements
- Quarterly Payroll Tax Returns
- QuickBooks© Installation, Set-Up & Training
- Mortgage Savings Program
- Notary Service
Controller Services :
- Cash flow management
- Financial analysis
- Business performance evaluation
- Budgeting and forecasting
- Staff Training on an individual basis or in seminar format
- Chart of Accounts set-up
- Annual 1099 and W-9 Processing
- Recording Payroll and Tax Payment Transactions from payroll reports
- Bank and Charge Card Reconciliations
Preparing Monthly Financial Statements:
- Profit & Loss
- Balance Sheet
- Detailed account activity reports for any period or range of time
- Securing Client Data using backup procedures and password features
- And other related services that you may need.