01
Income Tax Preparation
Preparing federal, state, and local tax returns for individuals, ensuring compliance with current tax laws.
02
Tax Planning
Offering year-round advice on tax-efficient strategies to minimize tax liabilities, including deductions, credits, and tax deferrals.
03
Tax Filing for Special Circumstances
Handling tax returns for individuals with special situations, such as self-employed workers, retirees, or those with multiple income sources.
04
Business Tax Preparation
We will work with you to create a personalised plan to help you achieve your financial goals.
05
Quarterly Estimated Tax Payments
We will work with you to create a personalised plan to help you achieve your financial goals.
06
Sales Tax Compliance
We will work with you to create a personalised plan to help you achieve your financial goals.
07
Payroll Tax Services
We will work with you to create a personalised plan to help you achieve your financial goals.
08
Tax Credits and Incentives
We will work with you to create a personalised plan to help you achieve your financial goals.
09
Tax Planning for Business Owners
We will work with you to create a personalised plan to help you achieve your financial goals.
10
Bookkeeping
Providing regular bookkeeping services to maintain accurate financial records, including accounts payable/receivable, bank reconciliations, and general ledger management.
11
Financial Statement Preparation
Preparing balance sheets, income statements, and cash flow statements for business owners to understand their financial position.
12
Cash Flow Management
Assisting businesses in managing their cash flow to ensure liquidity and timely payments, and identifying areas for improvement.
13
Budgeting and Forecasting
Helping businesses create budgets and financial forecasts to plan for the future and make informed decisions.
14
Business Entity Selection Advice
Advising clients on the appropriate business structure (LLC, S-corp, partnership, etc.) based on their goals and tax implications.
15
QuickBooks or Accounting Software Setup & Training
Setting up and training clients on popular accounting software tools, like QuickBooks, to maintain their own financial records efficiently.