Services
Accounting Services
As QuickBooks Certified Pro Advisors, we focus our accounting services on assisting small businesses with QuickBooks, which includes:
- QuickBooks set up and training
- Preparation and analysis of financial statements
- Monthly bank reconciliations
- Monthly closing of books
- Payroll processing and payroll tax preparation
- Sales tax
Tax Planning, Preparation and Compliance
- Tax return preparation (Individual, C-Corp, S-Corp, LLC, Partnership, 1099s)
- Review & preparation of quarterly estimated tax payments
- Assess tax developments to determine changes to tax planning strategies
- Business entity selection from a tax perspective
- Retirement planning options to minimize tax impact
- Initial tax registrations
- IRS, state & local representation & communication on all tax notices
Social Security Planning
We provide consulting for individuals and couples in understanding and maximizing their lifetime social security benefits, which includes:
- How married couples can use restricted application and claim and suspend to maximize benefits
- Benefits for divorced spouses; surviving spouses and children
- Impact of electing to receive benefits before full retirement age and delaying benefits past full retirement age
- Annual earnings test before full retirement age
