Our Services

Accounting & Bookkeeping

• Accounts payable & receivables

• Daily General ledger maintenance

• Time tracking & job cost reporting

• Payroll processing

• Expense classification

• Sales commissions

• Sales and use tax filing

• Accounts Reconciliation (checking, savings, credit cards, PayPal)

• Balance sheet generation and review

• Budgeting & Forecasting

• Financial statements & custom reporting

• Inventory management

• Work in process (WIP)

• Foreign banking management

• Fixed asset management

• 1099 & W2 forms

• Tax & Audit support

• Balance Sheet

• Profit and Loss Statement by Class – Month/YTD

• Cash Flow Statement

• Accounts Receivable & Payable Aging

• Prepaid & Accrued Expenses by Vendor

• Deferred Revenue by Customer

• Open Sales Order by Customer

• General Ledger

• Controller Services

Financial Services

• Financial Advisory

• Loan portfolio

• Credit risk Management

• Pension Planning

• 401(k) and pension solutions

• Estate Tax Planning

• Trust coordination

• Life insurance funding to create liquidity

• Business Succession Planning considers the objectives of both the current and future generations

• Group Benefits Designing and implementing group benefits utilizing the advantages of executive carve-outs and voluntary products

Tax Preparation Services

• Individual Income

• Small Business

• Partnership

• Corporate

• Estate

• Gift

• Non – Profit Organizations

• U.N. Employee

• Ex-Patriot

• Non-Resident Tax Return Preparation

• State Return Preparation (all applicable U.S. states)

• Prior Year

• Amended Return

• Delinquent Return

• Electronic Filing

• U.S. Expat Tax

• Remote Tax Preparation Services

• Direct Deposit & Direct Debit

• Tax Id Number Application (ITIN)

• Review of outside and self-prepared returns

• Audit Protection & Representation

• IRS Penalty Abatement

• Payment plan arrangements

• Offer in compromise (OIC)

• Tax planning

• Estate and gift tax compliance, Financial and Planning

• Estate and trust administration

• Financial and Tax planning

• Non-Resident and U.S. citizens abroad tax return

• Sales and payroll tax

Consultant Services

• Understanding your forms

• Business Corporation & LLC Consultation

• Setup & Dissolution of INCs S-Corps, C-Corps, LLCs, LLPs

• Employer Identification Number Application (EIN)

• Assistance in the selection of accounting methods, legal organization, and financial reporting

• Credit Management

• Loan Portfolio

• Risk Management

• Trademarks Registrations