SERVICES

Accounting & Bookkeeping Services—We will provide all of your accounting needs or any portion thereof—working with you to determine what best fits your needs:

Compilation (Full Disclosure or No Disclosure)
QuickBooks (Write-Up and QuickBooks Training)
Adjusting Books for Preparation of Financial Statements and/or Tax Returns
Bill Pay Services
Accounts Receivable and/or Accounts Payable Management

Federal and State Taxation

Corporate
Individual and Sole Proprietor (Including Clergy)
Partnership or LLC
Tax Planning
Trusts and Estates
Not-for-Profit (Form 990 and related forms)
Payroll Tax
Sales Tax

Management Advisory and Related Services

Fixed Asset Management including depreciation schedules and tangible returns

Employee Benefits Services

Health Savings Accounts
Cafeteria Plan Administration

Retirement Plan Services

Plan Design & Consultation
Administration including accounting for assets, allocations of earnings and contributions, calculation of contribution
Problem Resolution
IRS Submission for Determination
IRAs, SEPs, SIMPLE, 401(k), 403(b), Profit Sharing Plans