top of page

Services 

We have variety of services we provide. You will recieve quality service at a fraction of the cost. Our services include but not limited to: Individual, Business, and Corporate Taxes, Accounting, Bookeeping,Payroll  Business Startups, Non Profit, LLC, and Small Business Development, Financial Planning, Consultations, Contracts and 24/7 Mobile Notary Services.

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter we'll do the following things for you...

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Business Startup/Development
​

Thinking of owning your own business?

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever.

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.  We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

We help you...

  1. Prepare an initial business plan to clarify your marketing, management, and financial plans.

  2. Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate..

  3. Prepare a Cash Flow Budget so you know exactly how much money you need to keep the business alive each month for the first few years. 

  4. Establish billing and collection procedures to maximize your cash flow..

  5. Setup a home office so you can maximize your tax deductions.

  6. Prepare and file all required state and local licenses and permits.

  7. Prepare and file your application for your Federal Employer Identification Number.

  8. Provide payroll and payroll tax filing when you bring on your first employee..

  9. Identify your business insurance needs.

  10. Develop a solid Partnership Agreement. This is an extremely important document for all new partnerships and will help prevent a tremendous amount of financial and emotional problems down the road.

Let us help you succeed by getting your new business off to a good strong start.

Tax Preparations

 

Here's what you get...

  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
     

  • Your tax return can be filed electronically so you will get a refund back quicker.

  • ​

Books a Mess? No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. 

.

Non Profit Organizations​

 

We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.

  1. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...

  2. Balance Sheet with specific categories like cash, accounts receivable, accounts payable...

  3. Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.

  4. Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

  5. Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it's imperative that you build your accounting system around these revenue and expense classifications.

Here's what we do for you...

  • Review and compile your financial statements

  • Weekly, bi-weekly, or monthly payroll preparation

  • Payroll Tax Preparation and Deposits

  • Complete and file your non-profit status application

  • Prepare and file the 990 and 990T tax forms

  • Prepare your initial start-up documentation, including incorporation,  employee identification number (EIN), and payroll setup with federal and state agencies.

  • Churches: We prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers.

If you're starting a new not-for-profit organization we can help you prepare your organization's 501 (c)(3) application for tax-exempt status.

​

Tax Problems​
​

We will help you with those unfiled Returns, IRS Representation, Tax Audits Payroll Tax Problems Get IRS Files, Get your Non-Profit back in good standing.

bottom of page