Our Tax & Accounting Services

Today’s tax laws are complicated, and it is easy to overlook deductions and credits you are entitled to. Your return is checked and rechecked to identify potential problems and limit tax authority contacts, then filed electronically so you get your refund back quicker. We show you how to adjust your payroll withholding and give you a sheet of commonly overlooked deductions to limit next year’s tax liability. Books a mess? We’ll prepare your bookkeeping for the year, a full Schedule C and your personal return, then help you set up an easy system for next year.

We take care of your books so you can get back to running your business. Each month or quarter we reconcile your bank account, generate an income statement and balance sheet, clean up your general ledger and provide unlimited consultations.

Reconciling your business checking account each month keeps your bank account, accounting and taxes up to date. It helps you identify lost checks, lost deposits and unauthorized transactions, detect excess bank charges and internal embezzlement, manage your cash more effectively and know how your business is really doing.

An income statement, also known as a profit and loss statement, lists your revenues and expenses to show your profit or loss for the period. It helps you track operating performance, see which areas are over or under budget, spot items causing unexpected expenditures, track returns or cost of goods sold, and determine your income tax liability.

A balance sheet gives you a snapshot of your business's financial condition at a specific moment in time. It helps you understand your financial strength, analyze trends in receivables and payables, judge whether you are in a position to expand, and decide whether you need to bolster cash reserves. Lenders, investors and vendors rely on it when deciding how much credit to grant you.

The general ledger is the core of your company's financial records. Since every transaction flows through it, a problem there throws off all your books. Reviewing your general ledger each month lets us hunt down discrepancies such as double billings or unrecorded payments and fix them, so your books stay accurate.