Business Services

  • Small Business Accounting

    • Quickbooks expert
    • Income statement preparation
    • Balance sheet preparation
    • General ledger clean-up
    • Consultations
  • Cash Flow Management

  • Strategic Business Planning

  • Financial Statement Preparation, Compilation, and Review

  • New Business Formation and Type of Entity Determination

  • Payroll and Insurance Audits

  • Sales Tax Filings

Tax Services

  • Tax Preparation

    • Electronic filing
    • Advice on payroll adjustment to optimize your regular withholdings
    • Consultation on potential deductions to limit next year’s tax liability
    • Individuals, partnerships, corporations, estates, trusts, and non-profits
  • Tax Planning

    • Asset preservation and growth
    • Income deferral
    • Tax reduction strategies
      • Income taxes
      • Estate taxes
      • Taxes on gifts
      • Taxes on investments
      • Taxes on retirement distributions
  • PPP and ERC Assistance

  • Tax Problems

    • Audit representation: IRS and NYS
    • Non-filed tax returns
    • Back taxes

Still Have Questions?

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Psalm 1:1-3

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