Our Services

Services for Individuals
  • Form 1040 and Schedule C
  • Tax Planning
  • Bookkeeping
  • Bank Reconciliation
Business Services
  • C Corporations
  • Small Corporations
  • Partnerships
  • Small Business Accounting
  • Non-for Profits
  • Quickbooks Services
  • Quickbooks Training
  • Bank Reconciliation
  • New Business Formation
  • 1099 Preparation
  • 1042 Preparation
Payroll Services
  • Pay Employees
  • Direct Deposit Payroll
  • Reimburse your employee or give them a bonus
  • Payroll Reports to help you manage your payroll
Compliance Support
  • Sales Tax Reports
  • State- TWC
  • Federal- 940, 941, W-2s, 1099s, 1042s and W-3s
  • - Liability Deposits

    - EFTPS Set up

Bookkeeping Services and Packages
  • Encounter Package- $150 Flat Rate
  • - All clients must initiate with the Encounter Package so that we can have a clear scope of work.

    - Meet with a consultant for approximately 2 hours to assess your current books, your ongoing needs, and to create a task list with who is responsible for each task moving forward.

    - An Encounter document is prepared that synthesizes the information into a profile of your organization: what systems you need and what tasks will get us there.

    - The next step will either be Full-charge Bookkeeping or Advance Bookkeeping.

  • Full-charge Bookkeeping- Starts at $150 monthly
  • - You are assigned a bookkeeper from our staff who is supported by a supervisor.

    - Set-up New books.

    - Clean-up old or deficient books.

    - Reconciling to bank and credit card statements.

    - Scouring reports to flush out coding errors.

  • Advance Bookkeeping- $45 per hour
  • Ideal for our clients with their own staff available to create and code transactions, but who want a second set of expert eyes to check books monthly to ensure balances are correct, and review basic reports for potential errors.