• Record all bank and credit card transactions

  • Assist with Bookkeeping questions

  • Budgeting / Cash flow forecasting

  • Semi-Annual Reviews

  • Additional services include accounts payable management, payroll, invoicing, inventory management and accrual-based accounting.

  • Customized financial statements.

  • Quarterly Reviews 

Tax Services

  • Federal 1040 Form Plus all Needed Schedules

  • State, Multi-State, Local and City Tax Returns

  • Tax Audit Defense

  • Internal Revenue Representations

  • ITIN Applications

  • Electronic Direct Deposits & Pay By Refund Option

  • Installment Payment Plan Set Up

IRS Representation

  • All Internal Revenue Representations are done by Enrolled Agents. 

  • Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations.

  • EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns 

Thanks for allowing us to be of service!!! 

Bank Reconciliation

  • Reconciliation of your bank statements with your internal financial records

  • Reconciliation of any credit card statements sent out to customers with your internal records

  • Reconciliation of your General Ledger with vendor and buyer invoices

  • Credit control services that help you monitor your customers’ accounts for any late payments – facilitates follow-up activities to recover overdue payments and improves your cash flow