New location:
1850 Oak Street
Services We Provide
On this page:
Our team of qualified tax professionals provides both individual and small business tax return preparation.
Our team provides weekly, monthly, or quarterly payroll assistance.
1040EZ, 1040A, 1040 (w/Sch.A)
Sch. E (Rentals)
Sch. C (Sole Proprietorships)
Sch. D (Capital Gains)
Employee set-up and maintenance
Electronic pay stubs
Monthly, quarterly and year-end payroll reporting
Payroll tax processing
Our team provides day-to-day, monthly, or annual bookkeeping services, depending on the level of your small business needs. We provide the following full cycle bookkeeping services.
We like to work closely with our clients to teach and train them accounting principle and techniques as we go. We provide “value added” by taking your accounting to the next level with the following consulting services.
Quickbooks set-up and maintenance
Monthly bank account reconciliation
Accounts payable and accounts receivable
Vendor and customer maintenance
Monthly financial statements
Customer and job profitability analysis
Annual budgeting
Internal control structure
Our Mission Statement
Affordable
Our primary objective is to offer affordable services. We know what the big firms charge and we think it’s too much. We’ve structured our rates so that you can get professional accounting and tax preparation services at a reasonable cost.
Comfortable
We create a comfortable and friendly setting for you to ask questions and learn. We would be happy to help you with your existing bookkeeping system or offer new solutions and help you to implement them.
Partnership
We hope to be involved in your future financial planning needs. So please call us any time you have a question. Consultations are always free and we want you to get fast and accurate answers to your questions without worrying about the cost.
Convenience
We would love to come to you! However, we also offer phone appointments, Zoom meetings, and in office appointments. We would like to do as much remotely as we can – let’s be green and keep the paper to a minimum!