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