Services

Business Tax Planning, Preparation and Accounting Services

• Income tax preparation for S-Corporations, Partnerships, and Sole Proprietors
• Quarterly and annual tax projections and planning meetings
• Bookkeeping and payroll assistance

Individual Federal, State, and City Tax Preparation

• Federal, State, and City Tax preparation for Individuals
• Quarterly estimated payments and year-end planning meetings
• IRS, State, and City tax notice research and resolution

Trust and Estate Income Tax and Accounting Services

• Income tax preparation for Trusts and Estates
• Preparation of decedent’s final income tax return
• Bookkeeping and payroll assistance

QuickBooks Setup, Training and Consulting

• Installation, setup and data transfer for QuickBooks online or QuickBooks desktop versions
• Personalized one-on-one QuickBooks training
• Monthly bank reconciliations
• Monthly, quarterly and year-end QuickBooks file clean-up and adjusting journal entries