Services

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