Proper financial record is the mark of a successful business. We guarantee satisfaction!
Our Services
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.

 

  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.

 
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