Taxes

• Tax Planning
  “Been working with Erica and her staff for 3 years now and they are awesome. Erica works hard and explains everything and helps you with all your tax needs. I highly recommend them for all your tax and future tax planning needs.” –
• Charitable Giving
  No matter what kind of income you have – paycheck income from a job that issues a W-2, contract work with 1099s, social security income, rental income, business income, stock sales, interest and dividend income, unemployment compensation, income from partnerships, LLCs, or S-Corps, or any other type of income – we can help you determine how to account for it on your tax return.  We can help you take all of the deductions and credits you are eligible for, such as property taxes, medical expenses, charitable contributions, business expenses, retirement plan contributions, the new 20% business deduction for pass-through entities, child tax credits, and so many more.
• Estate Taxes
• IRS Representation
• Tax Services
• Income Tax
  If you owe money to the IRS but can’t pay, there are several options available to you depending on your circumstances. One of the most important things is to start paying you current taxes first. You must be all caught up with filing your income tax returns and paying your current taxes before most of these remedies are available to you.
• Tax Return Preparation
  We can handle tax return preparation and filing for individuals, businesses, partnerships, trusts, estates, ex-pats, S-Corps, C-Corps, LLCs, sole practitioners with businesses, nonprofits needing to file Form 990, and many others!

Accounting

• Accounting Services
  You might find yourself having a question or needing help that goes outside the simple filing of a tax return or the completion of a bank reconciliation. Beyond the compliance work of bookkeeping, tax filings, and audits, accounting professionals can help businesses improve their profitability, pay fewer taxes, increase their cash flow, and become more efficient with technology. This work, which we call advisory work, is where you can get a real return on investment in your services with us.
• Payroll Services
  Whether you’re starting your first payroll, unhappy with your current provider, tired of doing it yourself, or just shopping for prices, we’re happy to discuss our payroll service options and give you a complimentary quote. Payroll is definitely a complex area that should be handled by expert professionals. Here’s why...
• Bookkeeping Services
  Every business is different when it comes to the type and level of accounting services needed. Some small businesses may only need bookkeeping services, while others benefit from many layers of accounting skills from bookkeepers to Chief Financial Officers.

Planning

• Financial Planning
• Retirement Planning