Bookkeeping

• Bookkeeping
• Bank & Credit cards reconciliation
• Financial statements
• Month & Year End Close

Payroll

• W2s & 1099s forms
• IRS tax withholding - W4s & W9s
• Employee benefits
• 401(k), FSA, HSA, etc.
• Workers' compensation insurance
• Employees records or employment

Tax Preparation

• Sales Tax Return
• Individual Tax Return
• Corporate Tax Return
• Partnership Tax Return
• Trust Tax Return
• Tax Exempt organization Return

Tax Planning

• Salary/Dividend Tax planning
• International/Offshore Tax Planning
• Research & Development (R&D) Tax Credit
• Estates & Trusts Tax Advisory
• International Fuel Tax

Tax Resolution

• IRS Assistance
• Dispute resolution
• Payment agreements
• Extention of time applications
• Voluntary Disclosure Program
• IRS Audits

Advanced accounting

• Accounts Payable management
• Fixed assets management
• Deferred revenue
• Accruals & Prepaids
• Multi-state reporting
• Consolidation of multiple entities
• Cash flow planning
• Budget & Variance analysis
• Employees credit card tracking

CFO

• Strategic Business Advice
• Business financing
• Business exit strategy
• Board meeting support

Business Registration

• Sole proprietorship
• Company incorporation
• Partnership formation
• Non profit organization

Other services

• Accounting system setup
• Bookkeeping clean up
• Prior Years’ Taxes (Back Tax Filling)
• Systems efficiency & optimization