What We Do

• Help decide which business entity to operate under-Corporation, LLC, etc.
• Decide which taxes need to be filed & obtain the necessary registrations
• Set up accounting, bookkeeping systems & rules, methods, & disciplines
• Perform and/or assist with the actual monthly accounting
• File (or insure filing of ) quarterly taxes (payroll, income, sales, other)
• Telephone/email questions & consulting throughout the year
• Assist with audits-income tax, workman's comp, Dept of Labor, sales tax
• Prepare (or help prepare) monthly profit & loss statements
• Maintain an updated tax plan & estimated tax payment schedule throughout the year
• Profit, cash flow, pricing, and margin percentage analysis
• File year-end personal and business income taxes
• Assist with retirement plans and investments
• Assist with business exit strategy and succession planning