Our Services
What we can do for you
Services include but are not limited to:
- Individuals
- Corporations
- Partnerships
- Limited Liability Companies
- Trusts
- Estates
- Foundations
- Non-Profit Organizations
- Pension Plan Advising
- Foreign Account Reporting
- Entity Selection and Restructuring
Services include but are not limited to:
- Reviews, Compilations, and Financial Statement Preparation
- Tax Return Preparation and Research
- Consulting in regards to Unrelated Business Taxable Income
Services include but are not limited to:
- QuickBooks set up, installation, training and support
- General ledger and financial statement preparation
- Bookkeeping (monthly, quarterly, or annual)
- Set up direct downloads for bank and credit card feeds