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Income Tax Preparation

Preparing your own income tax return can be a time-consuming and confusing experience leaving you unsure and anxious.  Most taxpayers use a paid preparer for their tax returns with 77% of those believing that there was a benefit to doing so.

Form 1040 is the standard income tax form known by most.  We can complete this filing and will inform you if other filings are more economical (1040A, 1040EZ), or are required.

Form 1040X is an amended return which sometimes must be filed when new information arises after filing of the initial form 1040.  

Financial Planning and Consultation

With so many options availabe for saving and investing, which should you select?  How much can you commit to saving per week, month, or year?  Should you save, invest, or pay down debt?  We can analyze those situations and help you make the best choices for you and your family.

Services for Individuals
Business Services

Maintaining a complete and accurate set of books is a fundamental part of any business.  However, as a small business owner you have more important things to do than keep your own books.  Allow us to perform this important, tedious, and timeconsuming task so that you can focus on making your business a success.  Note that we can also clean up books that have been "left to themselves" for a while.

​Bank Reconciliation

Business checking accounts should be reconciled monthly to help ensure that the account, bookkeeping records, and taxes are current.  Additionally, timely bank reconciliations can identify lost checks or deposits, unauthorized wire transfers, excessive or incorrect bank charges, and fraudulent or forged checks.


Potentially a nightmare for a small business, considering all of the laws and regulations surrounding this function.  Bring in the quarterly payroll tax filings and annual reporting and this process can keep small business owners from "working" for weeks each year.  We can handle payroll, including direct deposit into employee accounts, quarterly payroll tax filing, and annual payroll paperwork

Financial Statements

An Income Statement (aka, Profit and Loss Statement) lets a business owner know the financial results of a business over a period of time (often monthly).  Thus the profitability of a product or service can be examined or a change in business practice (longer hours of operation) can be analyzed.  A Balance Sheet is a picture of the financial position of your business at a point in time.  It is the starting point for financing or expansion decisions.  We regularly prepare both of these financial statement for our small business clients.

Small Business Start-Up

What form of business should you use?  Corporation, Partnership, or Sole Proprietor?  Do you need Occupational Licenses?  Do you need to register with any government agencies?  We can help answer all of these questions and assist with the paperwork.

When tax time roles around we can prepare and file your returns based on your business form and other considerations (Sub-chapter S Corp.).  This is made easier and less expensive if we are performing your bookkeeping and preparing your financial statements.