– Choice of entity planning
– Employee benefit consulting
– Sale or exchanges of business property
– Automated bookkeeping services
– Quarterly payroll tax preparation
– Annual W-2 and 1099 preparation
– Sales and motor fuel tax preparation
– Depreciation schedules
– Amortization schedules

– Plan design
– Plan document preparation
– Calculation of employer contributions to the Plan
– Preparation of Annual Reports for the Employer and Participants
– Filing of annual Form 5500 or Form 5500-SF with the IRS and the Department of Labor
– Distribution and Loan Processing for Participants

– Monthly, quarterly, and annual bookkeeping and data processing services

– Audits of retirement and employee benefit plans, specializing in 401 K Plans
– Review of financial statements
– Compilation of financial statements
– Personal financial statements
– Forecasts and projections
– Other special procedures

– Set up of QuickBooks based on client’s need
– Training the client to properly use the software
– Provide assistance to the client for posting and recording of transactions in the software

– Income tax planning and projections
– Income Tax preparation for Individuals, Corporations, and Partnerships
– Federal and state tax examinations
– Tax planning for a divorce

– Preparation of personal financial statements
– Regular and Roth IRA contribution and distribution planning

– Representation for Federal and State tax examinations

– Preparation of Estate and Gift tax returns