Accounting and tax preparation services play a crucial role in helping individuals and businesses manage their financial records, comply with tax regulations, and optimize their tax positions. Our firm provides such services for small to medium-sized businesses. Whether for individuals or businesses, these services help ensure financial accuracy, regulatory compliance and efficient tax management.

 

These services include but are not limited to:

 

Bookkeeping

  • Recording financial transactions, including income, expenses, assets and liabilities.
  • Maintaining organized and accurate financial records.

Payroll Services

  • Processing payroll, including calculating wages, withholding taxes and issuing paychecks.
  • Ensuring compliance with payroll tax regulations.

Financial Statement Preparation

  • Preparing financial statements, including income statement(s), balance sheet(s) and cash flow statement(s).
  • Providing a clear snapshot of an entity’s financial position.

Tax Preparation

  • Preparing and filing tax returns for individuals, businesses, estates & trusts and not-for-profit entities.
  • Identifying eligible deductions and credits to optimize tax positions.

FBAR and Tax Compliance

  • Assisting with FBAR (Foreign Bank Account Report) compliance.
  • Ensuring compliance with local, state and federal tax regulations.
  • Addressing tax notices, inquiries and audits.

Consulting Services

  • Providing specialized advice on various financial and accounting matters.
  • Assisting with financial forecasting and budgeting.

Outsourced Business Management Services

  • Assisting businesses by providing day-to-day financial operations, compliance, financial reporting and transaction support.

Sales Tax Compliance

  • Ensuring compliance with sales tax regulations.
  • Calculating, collecting and remitting sales taxes on behalf of businesses.

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