Personal Tax Preparation

• Full service Federal, State and City tax preparation services.
• Estate and Gift Tax
• Tax Resolution
• Compliance
• Multi-State
• Tax Planning
• Very affordable rates

Business Tax Preparation

• Full service Business tax preparation
• Sales/Use/Withholding returns
• Compliance
• Non-profit

Small Business Bookkeeping Services

• Accounts Payable/Receivable
• Cash flow management
• Preparation of Monthly and Annual Financial Statements
• Preparation of ledgers and journals
• Payroll services
• Employment Taxes
• Financial Analysis
• Bank Statement/Credit Card Reconciliation

Personal Bookkeeping Services

• Bill paying
• Monthly, quarterly or annual financial statements
• Monthly Expense Reports
• Reconcile checking accounts and other bank accounts
• Communicate with accountants, attorneys, etc.
• Make bank deposits and transfers
• Tax Compliance (Home care, Estimated payments, etc.)
• Quickbooks Online that allows you to track your finances

Financial Planning

• Budgets
• Financial Analysis
• Retirement Planning
• Education Savings
• Financial planning services

Personal Assistant

• Appointments and scheduling
• Travel planning and arrangements