Business Tax & Financial Services

Companies of all sizes consider us their trusted business advisors, relying on us to help them grow beyond their expectations. Through a full menu of business financial services and business tax services, and our experience and knowledge, we can do the same for your business. Our business services include audit, tax preparation, accounting, payroll, financial statements and much more.

We are specialists in the support and service of Quickbooks and Peachtree accounting software.

Check out our business services below to learn more.

Business Tax & Financial Services

We offer business tax planning and preparation services for companies and non-profits in the following areas:

  • Financial Statement Reporting: Compilations, Reviews, Audits
      * The preparation of financial statements that are in accordance to the applicable standards to the engagement.
  • Information Reporting Requirements - BCO and DCED
      * The proper filling of these documents is key for these entities to get proper and accurate data of your Authority or Organization.
  • Analytical Review of Operations
  • Review and Development of Internal Control Policies
      * The abuse of weak internal controls are becoming more prevalent.
  • Strategic and Financial Planning
  • Business, Individual, and Nonprofit Income Tax Return Preparation
      * As tax laws are continuing to change, the forms and standards applicable to each entity also change.
  • Software Support and Installation - QuickBooks and Sage
      * As a QuickBooks Pro-advisor, I can assist in this transition to work smoothly in your operations.
  • Payroll Preparation
      * Includes Quarterly Tax Returns, W-2's and 1099's, if applicable.
  • Full General Ledger Maintenance
      * I perform review and consulting on your activities to ensure the proper data is being reflected to the respective parties in need of accurate timely information.
  • Manufacturing, Professional, Service, and Nonprofit Entities
  • Personal Password Vault, Reconcile Checkbook, Bill Payment or Budgeting
      * Do you find you don't have the time or are in need of someone you trust on what you have for passwords or what is in your checking account? We can assist you on the matter.