Services
Comprehensive, Customized CPA Services for All Your Financial Needs. From tax planning and filing to payroll and advisory, we offer a full range of accounting services designed to save you time, money, and stress. Let us handle the complexities so you can focus on what matters most to you.
Tax Preparation & Planning
From $750
Income tax preparation. Remote processing and electronic filing of Federal & State returns. Initial consultation. Planning services available for additional fee. Appointment required.
Payroll & 1099 Compliance
From $250
Monthly, quarterly and annual payroll and 1099 reporting and processing.
Expert Witness & Litigation Support
From $500
Providing expert financial analysis for litigation.
Starting A Business
From $2500
Includes entity selection, government filings, corporate documentation, bookkeeping setup, budgeting, marketing strategies, insurance needs, compensation planning, retirement & benefits planning. Additional services available.
Corporate Tax Planning
From $500
Planning saves you taxes because you can properly structure income and deductions prior to year end. It organizes you prior to March 15.
Individual Tax Preparation
From $750
Plan to have an interview for an hour to discuss your documents and ascertain the completeness of the information. Electronically file Federal & State returns. Rental Real Estate, Like Kind Exchanges Retirement contribution planning Health Savings Accounts
Budgeting & Cashflow management
Utilize a CPA/Personal Financial Specialist to organize your finances.
Accounting Services
From $250
Provide account analysis and perform necessary adjusting journal entries to appropriately report income and deductions. Correct QuickBooks issues.
Estate Planning/Fiduciary returns
From $1500
Provide accounting services to properly allocate deductions on the returns. File any supporting 1099s File the Estate/Fiduciary Returns Forensic Accounting
Retirement Plan
From $250
Determine the most appropriate plan for your business. SIMPLE IRAs 401(K) SEP Defined BENEFIT plan Compensation planning is included
Cash based businesses
Bookkeeping, accounting and payroll services for modified cash based business.
Family owned business advisory services
Tax strategies among family members.
Business Entity Selection
From $250
Selection of the appropriate business operating structure is imperative to providing the best possible tax entity for your situation. If you are considering incorporating as an S or C Corporation, this is an opportunity to evaluate if this is appropriate for you.
Financial Planning Services
From $1500
Evaluate strategies to maximize Financial stability and preserve wealth. Budgeting, insurance, real estate, operations of businesses, retirement planning, college savings, taking advantage of employer benefits...Reaching your financial goals in a methodical plan.
Corporate Tax 1120S & 1120
From $1000
S Corporations Form 1120S C Corporations Form 1120 Support services to prepare adequate financial records. Due March 15
Tax Planning Services
From $250
Structure your income and deductions in the most favorable manner to save taxes
Buying or Selling a Business
Evaluating strategies to maximize benefits for both parties.
Book a Consultation
Get in touch to figure out the right service for your needs!