Services

Tax Services: Tax Return Preparation/Tax Planning

  1. Individual
  2. Business
  3. Estates and Gift
  4. Trust

IRS/NYS Representation

  1. Delinquent Tax Matters
  2. Audit Representation
  3. Notices
  4. Offers in Compromise.

Small Business Start-up Services

  1. Form of Doing Business
  2. Employer Identification Number Acquisition
  3. S-Election
  4. Sales Tax Registration
  5. Payroll

Bookkeeping Services

  1. Set up System
  2. Data Entry
  3. Maintenance of General Ledgers, Cash Disbursements Journals, etc.
  4. Bank Reconciliations 
  5. Analysis
  6. Payroll 
  7. Sales Tax 
  8. Form 1099 Preparation

Strategic Planning/Preparation

  1. Business Purchase or Sale
  2. Retirement/Employee Benefits
  3. Management/Consulting
  4. Cash Flow Management

Financial Statements: Compilation, Review or Audit

  1. Bonding Purposes
  2. Bank Requirements
  3. Internal Use – Management
  4. Historic, Forecasts/Projections