Services

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Here's an overview of the services we offer:

Bookkeeping

Our bookkeeping services are designed to ensure that your financial records are accurate and up-to-date, so you can focus on growing your business. We'll handle everything from financial statement preparation to sales tax reporting. Our bookkeeping services include:

Bank account reconciliation
General ledger maintenance
Financial statement preparation
Sales tax reporting

Payroll

Our payroll services are designed to ensure that your employees are paid accurately and on time, while also staying compliant with all regulations. We'll handle everything from payroll processing and tax reporting to year-end tax forms. Our payroll services include:

Payroll processing and tax reporting
Direct deposit
Time and attendance tracking
Year-end tax form preparation

Tax Preparation

Our tax preparation services are designed to ensure that you stay compliant with all regulations while minimizing your tax liability. We'll work with you to identify deductions and credits that can reduce your tax burden and help you plan for the future. Our tax preparation services include:

Individual tax preparation
Business tax preparation
State and local tax preparation
Tax planning and consulting
IRS representation

Advisory

We understand that everyone's financial goals are different, which is why we take the time to get to know you and your financial situation before making any recommendations. We'll work with you to create a customized investment strategy that aligns with your goals, risk tolerance, and time horizon. Our investment advice services include: