Clients We Service and Services We Provide

For Individuals:

As a CPA firm, we’re more accountable than tax preparers. We are held to rigorous standards by our certification, must pass a qualifying exam, and are then held to additional rules that in order to continue practicing as CPAs. 

Tax preparers, meanwhile, are only required to submit a preparer’s tax ID number with no other educational requirements or background checks. They may or may not be able to represent you if you get audited.

Individual Tax services

• Minimize your liability
• Maximize your refund
• Provide audit support
• Determining your best filing status
• Child care credit
• Earned income credit
• Adoption expense credit
• Lifetime learning credit
• American opportunity tax credit
• Roth IRA
• And more...

Small and Medium Businesses:

We assist business of all shapes and sizes with the annual burden of tax filing. Businesses such as:

• Online Based Companies 
• Construction Companies 
• Non Profits / Churches 
• Doctors Offices / Hospitals 

Business filing statuses

• C Corporation (1120)
• S Corp (1120S)
• Partnership (1065)
• Sole Proprietor (1040-Sch C)
• Estates & Trusts (1041)
• LLC

Payroll and Bookkeeping:

We make your business work smoother and more efficiently with our accounting management, profit & loss reports, bank reconciliation, payroll processing, and more. We watch for tax-deductible expenses to reduce your tax liability. 

Bookkeeping Services

• Bank reconciliation
• Compilation of financial statements
• Data entry of your accounts, including routine updating
• Balance sheets
• Letters of Assertion
• Profit & Loss reports
• Financial statement review