Services Offered

We offer a wide array of services.  These are not limited to:

Tax services

• Tax return preparation
  • 1040 U.S. Individual Income Tax Return
  • 1041 U.S. Income Tax Return for Estates and Trusts
  • 1065 U.S. Return of Partnership Income
  • 1120 U.S. Corporation Income Tax Return
  • 1120S U.S. Income Tax Return for an S Corporation
  • State income tax returns
  • Sales tax returns
• Tax estimates and planning
  • Annual planning
  • Quarterly estimates

Financial statements

• Preparation of financial statements
• Compiled financial statements
• Reviewed financial statements

Contract services

• Bookkeeping
• Simple payroll services
• Contract accounting services
• Contract CFO services

QuickBooks consulting

• QuickBooks company file initial setup
• QuickBooks chart of accounts cleanup
• QuickBooks troubleshooting

Miscellaneous services

• 1099 preparation
• Simple LLC formation
• Entity planning for new and existing businesses
• Best practice consultation for small business accounting and record keeping
• Tax research

If there is any service you believe you need that is not listed above, we would be happy to speak with you by phone or in person to see whether we can meet your needs.  Please mosey on over to the contact page to drop us a note.  Additionally, phone calls and e-mails are also welcome; see the top of the website for our contact information.