Business and Financial Consultancy Services

---

We offer bank reconciliation, balance sheet assessments, profit and loss statements, statements of cash flow, and summaries of monthly transactions in order to allow business to flourish without the worry of monthly financial assessments.

We alleviate the worry of monthly payroll processing and regulatory tax filings including 941, 940, W2, and ACA through our careful assessment of your business needs.

We are great for smaller businesses or sole proprietorships who need assistance preparing all the items needed for annual tax filings. This service includes all of the items in the monthly services on an annual basis.

We are experts in consulting with new businesses including applications for employer identification numbers, documents related to establishment of those businesses, and any associated regulatory filings.

We are capable of performing a professional review of business plans and providing strategies to meet client needs and objectives.

We can provide a detailed review of your current business including regulatory, tax and compliance services.  This also includes recommendations to accelerate growth and revenue generation. 

We are well versed in setup, implementation and best practices for QuickBooks

We offer to help you complete all your federal and state tax filings (1040).

We can complete all federal and state tax filings based on entity type and needs.

We are capable of assisting nonprofit organizations to complete their appropriate tax filings needed to avoid fines and penalties.

We are experienced in preparation of sales tax returns based on required regulatory filing requirements (monthly, quarterly or annually).

We assist in the completion of property tax returns, business license renewals, merchant's inventory, and associated returns.

We are able to file all 1099 for federal and state regulatory agencies.