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Services

Individual

  • Budgeting
  • Business Management for the Busy Professional - collect income and pay bills
  • Buy/Rent Decision
  • Household Employments Reporting
  • Litigation Support
  • Personal Bookkeeping
  • Personal Financial Statement Preparation for Lenders
  • Quicken/Quickbooks Set-up and Consulting
  • Representation Before Taxing Agencies
  • Review of Employee Benefits
  • Tax Planning, Preparation, Audit and Compliance

 

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Business

  • Accounting
  • Bookkeeping
  • Budgeting and Projection
  • Business Consulting and Advisory
  • Business Start-up
  • Entity Selection, Set-up and Organization
  • Financial Statements
  • Payroll Services
  • Quickbooks Set-up and Consulting
  • Record Keeping
  • Representation Before Taxing Agencies
  • Tax Planning, Preparation, Audit and Compliance

 

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Trust

  • Accounting for Court and/or Probate
  • Assist in Estate Planning
  • Beneficiary Reporting
  • Fiduciary Responsibilities
  • Representation Before Taxing Agencies
  • Tax Audit and Compliance
  • Tax Returns Preparation for Trust, Gift and Estate
  • Trust/Estate Administration
  • Trustee Guidance

 

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