Tax, Accounting, & Finance Services

• Industry Issue Resolution Program’s
• Pre-Filing Agreement’s
• Compliance Assurance Processes
• Accelerated Issue Resolution’s

• Comprehensive Reviews
• Tax Preparation Consultations
• Human Resource Compliance Accordance
• Payroll and/or Bookkeeping

• Direct Deposit for Employees
• Quarterly or Annually Tax Filing 
• W-2 Preparation

• Initial Risk Assessment Meeting
• Newsletters & eAlerts
• Annual HR Compliance Calendar
• Choice of Silver, Gold, or Platinum Plans

Ala Carte Items:

• HR Coaching
• Labor Law postings
• Job Descriptions
• Personnel Files review
• Form 1-9 review
• Employee Handbook review
• Develop HR policies
• Affirmative Action Plans
• Investigations
• Recruiting
• Performance Management
• Leave Law Guidance
• Assist with employee relations
• Safety Consulting

• Complete tax return preparation & filing for federal IRS returns & ALL STATES 
• Complete tax return preparation & filing for ALL state income tax returns 
• Complete tax return preparation & filing for multi-state in same year income tax returns 
• Electronic filing – faster refunds 
• Simple returns or itemized returns 
• Tax planning & organization for the following year 
• Multi-state income tax return preparation 
• IRS or other taxing authority audit representation 
• Tax issues around divorce and/or child support 
• Tax preparation for U.S. individuals abroad 
• Tax preparation for resident aliens 
• Tax preparation for self-employed 
• Quarterly tax organization & filing 
• Amended tax returns 
• Tax returns dealing with trusts/inheritance/gifts/charities/donations 
• Not for Profit entities

• Consulting on start-ups & tax planning
• Business plan analysis
• Advice & set-up of bookkeeping system
• Advice & set-up of payroll system
• Advice & set-up of an accurate financial reporting system
• Set-up for Non-profits
• Set-up for S Corporations
• Set-up for Sole Proprietor, C Corporations
• Set-up for Limited Liability Companies, LLC’s
• Set-up for Partnerships
• Year-round business tax services & consultation
• Business tax preparation: all entities AND STATES

On-Site or Mobile Notary Services

• Real Estate Closings
• Estate Document Signing

• Reconciliations
• Journal Entries
• General Ledger Records
• Quickbooks Integration

• Lender Requirements
• Eligibility
• Loan Repayment
• Required Documentation

• Estate & trusts planning & tax preparation
• Financial planning
• Pension & profit sharing issues
• Tax & financial issues around eldercare
•  Setting up payroll services
•  Setting up bookkeeping services
•  Selection & guidance on financial software
•  Business plan consulting
•  Business startups & entities
•  Selection and guidance of insurance products
•  Assistance with bank financing
•  Assistance with bankruptcy support 
• Bookkeeping
• Audit Assistance