Services

INCOME TAX PREPARATION

Providing full-service income tax preparation designed to meet the requirements of individuals, families, and self-employed business owners. Our process is optimized through the utilization of SecureFilePro™—a complimentary, user-friendly online client file-exchange portal that ensures the safe and secure upload of your confidential tax documents.

Our Tax Preparation Process

Clients upload all required tax documents to the SecureFilePro™ portal.
We prepare the tax return and electronically submit it to the client for review.
Communication between the client and tax preparer is maintained as needed throughout the process via the client's preferred method of contact.
Upon the client's review, approval, and signature of the tax return, we electronically transmit the tax return to the IRS.

Advantages of SecureFilePro™

Ease of Use: SecureFilePro™ features a straightforward and user-friendly interface, facilitating the easy upload of client tax documents.
Security: The platform employs advanced security protocols to safeguard the confidentiality of your documents.
Mobile Accessibility: The portal is mobile-friendly, allowing users to take photos of their tax documents using a mobile device and upload them directly.

By leveraging SecureFilePro™, we deliver a seamless and secure tax preparation experience, allowing you to prioritize your time and peace of mind.

BOOKKEEPING

Accurate and up-to-date bookkeeping is crucial for any business. My services maintain clear and organized financial records, offering a comprehensive understanding of a business's financial health. From managing accounts payable and receivable to reconciling bank statements and generating financial reports, I handle various bookkeeping aspects with precision and efficiency. My goal is to provide financial clarity for informed business decisions.

Services Include:

Business integration into QuickBooks
Recording financial transactions into the company's general ledger
Overseeing, organizing, and maintaining financial records
Tracking business income and expenses
Tracking of accounts payables and receivables
Bank account and credit card reconciliations
And many other accounting duties and responsibilities that are tailored to your business needs

FINANCIAL STATEMENT PREPARATION

Empowering Your Business with Clarity and Insight

Accompanied with our meticulous bookkeeping services, we commit to preparing, delivering, and reviewing financial statements with you on a monthly, quarterly, and annual basis. Our objective is to provide you with understanding, insight, and actionable feedback on your business's financial performance, ensuring you remain well-informed and poised for strategic decision-making.

Our Financial Statements Services

Profit and Loss Statement

Our tailored Profit and Loss Statement offers a detailed breakdown of your company's revenues, costs, and expenses incurred during a specific period. This statement helps you understand your net profit or loss, allowing you to gauge your business's operational efficiency and profitability. By analyzing trends and variances, you can identify growth opportunities and areas needing improvement.

Balance Sheet

A critical aspect of our financial services is the Balance Sheet, which provides a snapshot of your business’s assets, liabilities, and equity at a given point in time. This statement enables you to evaluate your company's financial stability, liquidity, and capital structure. With a comprehensive balance sheet, you can make informed decisions about investments, financing, and strategic planning.

Statement of Cash Flows

The Statement of Cash Flows is essential for understanding the inflow and outflow of cash within your business. It categorizes cash transactions into operating, investing, and financing activities, giving you a clear view of your company's cash position and liquidity. This statement is instrumental in managing cash flow, ensuring you have sufficient funds for operations and growth initiatives.

OTHER SERVICES

Assistance with new business start-ups
Filing of required state annual reports
Filing of state and local business license renewals

Please feel free to contact us for more information on the services that will best meet your needs.

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