Certified public accountant representing individuals and businesses
The firm’s primary goal is ensuring your Federal and State tax compliance with efficiency, accuracy and to the best of the firm’s professional ability.
Finding the right CPA can be a daunting task, but the firm is here to consult with you and assist you in navigating all of your financial endeavors.
OUR SERVICES
Build wealth by planning ahead.
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FEDERAL AND STATE
BUSINESS
Form 1120 | U.S. Corporation Income Tax Return
Form 1120S | U.S. Income Tax Return for an S Corporation
Form 1065 | U.S. Return of Partnership Income
Form 990 | Return of Organization Exempt from Income Tax
INDIVIDUAL
Form 1040 | U.S. Individual Income Tax Return
Form 709 | U.S. Gift (and Generation Skipping Transfer) Tax Return
TRUST AND ESTATE
Form 1041 | U.S. Income Tax Return for Estates and Trusts
Form 706 | U.S. Estate (and Generation Skipping Transfer) Tax Return
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FEDERAL AND STATE
Monthly Bank and Credit Card Statement Reconciliation
Adjusting Journal Entries
Data Clean Up and Correction
Track Accounts Receivable and Accounts Payable
Preparation of Monthly, Quarterly or Annual Balance Sheet & Income Statement
Quickbooks Setup and Consulting
Sales Tax Return
Quarterly Payroll Tax Returns
Form 941
Form RT-6 or State Re-Employment
Annual Payroll Tax Returns
Form 940
Form W-3 and W-2
Annual Summary and Transmittal of U.S. Information Returns
Form 1096/1099
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FEDERAL AND STATE
Year-End Tax Projections
Quarterly Estimated Tax Payment Calculation and Analysis
Business Entity Selection Options
Retirement Planning
Budgeting and Forecasting
Research
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IRS Audit Assistance
Notice Resolution
Installment Agreement Payment Plans
Power of Attorney for Federal, State and Local Taxing Authorities