Accounting Services

Comprehensive financial solutions designed to meet your business and personal needs

Tax Services

Professional tax preparation and planning services for individuals and businesses

Individual Tax Preparation

• Federal and State Tax Returns
• Tax Planning and Strategy
• Deduction Optimization
• Quarterly Estimated Payments
• Prior Year Amendments

Business Tax Services

• Corporate Tax Returns
• Partnership and LLC Returns
• Sales Tax Compliance
• Multi-State Tax Issues
• Tax Credits and Incentives

IRS Representation

• Audit Defense and Support
• IRS Correspondence Handling
• Penalty Abatement Requests
• Installment Agreement Setup
• Offer in Compromise

Year-Round Tax Planning

• Strategic Tax Planning
• Retirement Planning
• Investment Tax Strategies
• Estate Tax Planning
• Business Structure Optimization

Bookkeeping & Accounting

Comprehensive financial record keeping and accounting services

Monthly Bookkeeping

• Transaction Recording
• Bank Reconciliations
• Accounts Payable/Receivable
• Financial Statement Preparation
• Monthly Financial Reports

Payroll Services

• Payroll Processing
• Tax Withholding Management
• Payroll Tax Filings
• Employee Benefits Administration
• Year-End W-2 and 1099 Preparation

QuickBooks Services

• QuickBooks Setup and Training
• Data Cleanup and Organization
• Custom Report Creation
• Cloud Migration Services
• Ongoing QuickBooks Support

Financial Statements

• Profit & Loss Statements
• Balance Sheets
• Cash Flow Statements
• Budget vs. Actual Reports
• Custom Financial Reports

Business Consulting

Strategic financial guidance to help your business grow and succeed

Financial Planning

• Cash Flow Analysis
• Budget Planning and Management
• Financial Forecasting
• Investment Planning
• Risk Assessment

Business Analysis

• Business Valuation
• Financial Performance Analysis
• Cost Analysis and Reduction
• Profitability Analysis
• Due Diligence Support

Transparent Pricing

Clear, competitive rates with no hidden fees

Consultation

$150

Initial 1-hour consultation to discuss your needs

• Financial assessment
• Strategy discussion
• Service recommendations

Hourly Rate

$250

For complex accounting and consulting services

• Financial analysis
• Business consulting
• IRS representation

Flat Fee Services

Varies

Predictable pricing for routine services

• Tax preparation
• Monthly bookkeeping
• Payroll processing

How We Work Together

A straightforward process designed to deliver accurate results efficiently

Initial Consultation

Discuss your financial needs and goals

Service Planning

Create a customized service plan

Implementation

Execute services with regular updates

Ongoing Support

Continued guidance throughout the year

Ready to Get Started?

Contact me today to schedule your consultation and discuss how I can help with your accounting needs.

Schedule Consultation Call (203) 903-6076