Tax

​​Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with federal regulations.

Payroll

Through payroll accounting, we track the company wages paid, deductions from employees’ paychecks, and all employer-paid payroll expenses. Depending on the structure of the business, payroll and the accounting department handle payroll accounting. Duties include annual W-2 processing, paycheck tracking, issuing stop payments, reconciling payroll data, filing and reporting payroll taxes, and maintaining accurate accounting records.

Advisory

By meeting with clients and helping them determine budgeting and retirement plans, and other financial responsibilities. We get their clients on track to meet their money goals. 

Bookkeeping

We creates financial transactions and creates financial reports from that information. The creation of financial tracnsactions includes posting information to accounting journals or accounting software from such sources documents as invoices to customers, cash receipts, and supplier invoices. As our bookkeeper we also reconciles account to ensure their accuracy.