Tax Preparation & Planning

  • Tax consultation
  • Tax projections
  • Estimated tax payments
  • Individual and Schedule C returns
  • Trust returns
  • Corporate returns
  • Partnership/LLC returns


  • Customized bookkeeping using QuickBooks
  • Cash balance or accrual method
  • Balance sheet, income statement, profit and loss, bank reconciliations, general ledgers, trial balances, financial statements, and other financial reports
  • Quarterly and annual Federal and State tax reporting
  • Financial analyses and projections

Payroll Processing

  • Calculate payroll and payroll taxes
  • Check distribution or direct deposit
  • Quarterly payroll tax returns
  • Annual payroll tax returns and W-2s
  • 1099 vendor tracking and reporting
  • Assist with tax forms for employee onboarding