In many instances, clients need financial statements prepared for such items as bank loans, bonding or vendor credit purposes. Depending on specific needs, we can perform a compilation, review or certified audit of their financial statements.
We are Quickbooks Pro Advisors, and have the ability to either assist you in maintaining your own accounting records using Quickbooks, or maintain your books and records on our computer systems using Quickbooks.
We have the ability to maintain all your payroll records on our sophisticated payroll software systems, ensuring the accurate filings of quarterly payroll tax returns and year end W-2 forms, as well as 1099 forms for independent contractors.
The income tax laws surrounding estates and trusts are among the most complicated in the tax code. We have an in-depth knowledge of these rules and regulations, and can properly prepare all the required tax forms. In addition, we prepare fiduciary accountings, which are very often required to document all the activity within a trust or estate.