Tax Preparation & Filing

This is one of the most common reasons clients hire our accounting services.

For Individuals:

• Annual personal tax returns
• Tax planning to reduce liabilities
• IRS correspondence support

For Businesses:

• Corporate tax returns
• Sales tax filings
• Estimated quarterly tax payments
• Tax strategy and planning
• Handling IRS notices and audits

Bookkeeping & Recordkeeping

We do the day-to-day financial tasks that keep a business organized.

• Recording income and expenses
• Categorizing transactions
• Reconciling bank and credit card accounts
• Maintaining general ledgers
• Managing accounts payable (bills)
• Managing accounts receivable (invoices, collections)
• Tracking employee expenses
• Setting up and maintaining accounting software

Financial Reporting

We often prepare reports that help clients understand their financial health.

• Monthly, quarterly, or annual financial statements
• Profit & Loss (Income Statement)
• Balance Sheet
• Cash Flow Statement
• Custom management reports
• Budget vs. actual comparisons