Business Accounting and Tax Services
- Entity Tax preparation
- Bookkeeping, Payroll and Sales Tax
- Financial Review and Planning
- Entity Election and Guidance
- HOA financial administration
Industries our clients represent
- Medical Professionals
- High Tech and Startups
- Restaurants and Specialty Processors
- Consulting firms
- IT Firms
- Market and Promotions firms
- Residential and Commercial Construction
- Printing and Design firms
- Legal Practices
- Other Professional practices
Entity Tax PreparationThere are many ways to save taxes and depending on the situation the correct structure is equally as important.We have extensive knowledge in assisting our clients in properly preparing and filing their entity tax returns, we specialize in S-Corp, C-Corp, LLc and Trust returns.
Bookkeeping, Payroll and Sales TaxOur staff has over 15 years of combined experience assisting our clients with their bookkeeping, payroll and sales tax services. Our typical clients use Quick books for bookkeeping however we also have clients on Wavesapp,Freshbooks and Xero as well, we do have extensive experience taking on messy books and cleaning them up for our clients.
Financial Review and PlanningAs our clients grow financial review and planning services become significantly important in reducing taxes as well as staying compliant with the ever changing tax laws. Our clients require and benefit from our experience in reviewing their financial positions on a quarterly or year end basis. We also work with a number of startups that require monthly or quarterly financials including burn rates and projections or ad-hoc reporting as needed by management and their investors.
Entity Election and GuidanceMany of our small business clients grow beyond just being a sole proprietor and need specialized planning in deciding if they should incorporate, we provide tax focus analysis of whether to incorporate or not and the advantages and disadvantage of doing so. In many cases the tax perspective is only one view and liability protection must be accounted for in deciding whether to incorporate or change structures, we work with our clients in determining the best course of action and execute a plan that will maximize their tax savings while proving as much liability protection as possible.
HOA financial administrationWe provide financial and accounting processes for Home owners associations (HOA) and professional associations. We have clients both in the residential field as well as common commercial tenants and provide bookkeeping, tax related services and other financial services for boards who want to self-manage and reduce their member’s monthly dues.