Services
Solutions for both individuals and business. Fee structure is based on time and the complexity of work.
Tax Preparation of Federal, State & Local Returns
QuickBooks & Microsoft Office Setup & Training
Accounting/ Bookkeeping Services (For current tax clients only)
- Tax Management Services
- Financial Projections
- Bookkeeping
- Budgeting Analysis
- Accounting Services
- Retirement Planning
- IRS Representation
- Entity Selection
- Payroll Services
- Estate Tax Preparation
Tax Preparation of Federal, State & Local Returns
- 1040 – US Individual Income Tax Returns
- 1041 – US Income Tax Returns for Estates and Trusts
- 1120 – US Corporation Income Tax Return
- 1120S – US Income Tax Return for S Corporation
- 1065 – US Return of Partnership Income
- 990 – Return of Organization Exempt From Income Tax
QuickBooks & Microsoft Office Setup & Training
- Certified QuickBooks Pro Advisor
- Certified Microsoft Office Specialist
- Conversion of Peachtree Data to QuickBooks
- Training on creating a paperless office
Accounting, Bookkeeping, Virtual Bookkeeping (For current tax clients only)
Live Bookkeeping – We will come to you and help you run your accounting department. After the Fact Bookkeeping (In house or Outsourced) Reconciling bank statements, credit cards statements and other balance sheet accounts Generation of Financial Reports – Weekly, Monthly, Quarterly, Yearly 1. Balance Sheet 2. Profit & Loss (aka Income Statement) 3. Budget Reports Other customized reports to help your business make sound financial decisions After the Fact Bookkeeping (Virtual or InHouse) – We will come to your office and keep your books running for you at your office. We can also do this virtually. With technology the way it is today, we can keep your books without the drive time. There is an upcharge for InHouse.
Contact Us
Florida Office
(561) 203-2352
Jupiter, FL 33477
Ohio Office
Warren, OH 44481