Back to top

Individuals

The following services are available for individuals:

TAX COMPLIANCE AND PLANNING

We provide accounting services that assist our clients in all tax situations.

Our knowledge of tax laws ensures that:

  • Your financial statements, reports, and tax returns are complete, accurate, and timely, to meet all your personal and business requirements.

  • Your taxes meet the ever-changing codes, laws and regulations.

BUSINESS ENTITY SELECTION

Starting a new business?

We can help you determine what type of business entity you should establish. We will discuss all the options and consider all the legal and tax implications so you can make a decision that best fits your needs.

The most common business entities include:

  • Sole Proprietorship

  • Partnership

  • C Corporation

  • S Corporation

  • Limited Liability Company (LLC)

Is your business changing or expanding?

We also review your business entity decision periodically, as your business evolves, because there are times when it is helpful to change your entity to better meet your needs.

ACCOUNTING ASSISTANCE

Our professional accounting assistance helps you prepare and maintain complete, accurate financial documents. This not only gives you confidence in knowing your financial records are in order, but it enables you to spend more time on other duties.

Our accounting assistance includes:

  • Ensuring you are entering transactions accurately

  • Providing temporary, short-term help

  • Bank reconciliation

  • Accounts receivable and accounts payable

  • QuickBooks set up and consulting

  • Monthly/quarterly financial statements

  • Year-end financial statements