Services

Our primary services fall into three categories: tax preparation, payroll, and bookkeeping.

We offer you a genuinely personal experience, tailored to fit your specific needs.

Tax Preparation.

  1. Thorough and efficient, such that most clients require only one appointment
  2. One appointment at your place of business or home
  3. Single and Joint Filing: Form 1040, including Schedules A, B, D, and E
  4. Businesses: Form 1040: including Schedule C, Forms 4562 and 8829
  5. Partnerships: Form 1065 including all necessary forms
  6. Free electronic filing
  7. State filing included
  8. Knowledgeable about same-sex couple filing procedures

Payroll.

  1. Employee checks and stubs including W-2s
  2. Quarterly and annual reports
  3. Up-to-date tax liability reports
  4. Easy communication via email

Bookkeeping.

  1. Data entry of primary items
  2. Monthly summary
  3. Monthly account information
  4. On-site documentation, pick-up or mail-in
  5. Annual reports