We
provide Tax and Bookkeeping services to clients in a variety
of industries and life situations. We service small to
mid-size businesses and individual taxpayers. We keep
abreast of tax law changes throughout the year to ensure
that we are taking advantage of ALL tax incentives. Some of
the services we provide are listed below:
Bookkeeping Services
- Financial forecasts & Projections
- Financial Statements
- Tax Planning
- Income Tax preparation ( individual , Corporate,
Partnership, and Trust)
- Payroll services
- Budgets and Financial Projections
- Incorporation and business entity formation
- Electronic Filing
- Medicare Cost Reporting
- HCS Provider Services Cost Reporting
- Sales Tax reporting
Bookkeeping/Write-up
Meaningful,
well-organized financial records ensure that your business
operations will run more efficiently on a daily basis.
Accurate and reliable bookkeeping are the foundation of a
successful business. Our qualified staff can assist you with
the day-to-day tasks associated with bookkeeping.
Tax Planning
Appropriate and timely tax planning is an essential element
of your overall personal and business financial strategy. We
can assist you with our experience and access to the most
current new developments in the tax laws to minimize both
your current and future tax liability exposures.
Financial
Forecasts & Projections
Proper forecasting is a necessity when trying to effectively
manage and lead a business to profitability. Our experienced
staff can assist you in achieving your company’s financial
goals using various financial modeling tools. Both business
owners and their banks have come to value the quality of the
financial information our company provides.
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Financial
Statements
We can assist you in the preparation of your financial
statements in accordance with professional standards. The
financial statements produced can be a useful tool for
management’s decision making.
Business
Advisory Services
We
can help your business identify areas that are negatively
impacting your profitability and growth and develop
solutions that are practical and technically sound. We also
act as a sounding board for management. We provide
comprehensive flexible strategies that address the issues
affecting your business. Some of the areas we provide
consulting services are:
- Accounting Software selection and implementation
- Type of entity selection
- Buy/ Sell Agreements
- Business start-up planning
- Financial & retirement planning
Tax
Preparation
Our
significant investment in computerized tax preparation and
research software enables us to accurately and efficiently
prepare returns for various types of entities including
individuals, corporations, Limited Liability Companies,
partnerships, Sole proprietorships, trusts and estates. Tax
returns prepared include:
- Federal and state income taxes (all 52 states)
- E-Filing services
- Payroll Taxes
- Financial & retirement planning
- Personal property tax rendition
- Sales & Use taxes
- W-2s & 1099s
- Business start-up planning
-
Bank products refund (RefundAnticipation
Loans)
Cost Reporting:
Our
company has over the years developed the expertise in
reviewing and preparing Medicare and Medicaid cost reports
for our clients especially those in the Home healthcare and
Provider Services (HCS) business.
Non-Profit
Reporting/Tax Exemption
We provide bookkeeping and Tax services for non profit
organizations and Private Foundations. We prepare form 990
for tax exempt organizations. We also specialize in filing
and obtaining tax exempt status for non profit organizations
especially those that qualify for section 501(c) 3
exemptions. |