Taxes
Individual, Corporate, Partnership, Payroll, Multi-state Tax Returns
Preparation & Planning - Federal, State & Local Income Tax Returns
e-Filing, Direct Deposit, Estimated Payments
990's
Property Tax
Sales & Use Tax
Special Projects
Other
Accounting/
Bookkeeping Quarterly, Monthly, Weekly, Ad-Hoc
Quickbooks Consultation, Setup, Cleanup, Maintenance
CFO Outsourcing Services (Temporary CFO)
Cost Reports
Management Reporting
Financial Statements, Analysis, Ratio Analysis
Decision-Making
Bill Paying Services
Customizations
Special Project
Payroll
Check Processing/Direct Deposit
Payment/Deposit of All Payroll Taxes
Monthly, Quarterly and Annual Filing of All Required Payroll Reporting
Year-End W2's, etc.
Consulting
Attorney Support Services-Divorce Settlement (Loss of Income) Analysis
QDRO-Qualified Domestic Relations Order
Financial Planning & Investment Management
Roth IRAs, SEP IRAs, Rollover IRAs, Brokerage Accounts, etc.
Periodic Investment Plans & Systematic Withdrawal (Retirement) Plans
Business Startup Services, Filings, Tax Determination
Business Planning & Strategy Development
Cash Flow/Spending Plan (Budget) Modeling & Improvement Techniques
Change Implementation
College Planning & Funding (FAFSA/529 Plans)
Due Diligence - Plan Review & Analysis
HR Services
Risk Management/Assessment
