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Tax, accounting and payroll all in one place
TAX
Our solutions-driven approach to tax planning focuses on achieving specific outcomes, such as minimizing tax liabilities and maximizing tax benefits — all through strategic planning and implementation.
Tax preparation
Preparation of business tax return and providing quarterly tax estimates, along with supporting preparation of associated i
Our solutions-driven approach to tax planning focuses on achieving specific outcomes, such as minimizing tax liabilities and maximizing tax benefits — all through strategic planning and implementation.
Tax preparation
Preparation of business tax return and providing quarterly tax estimates, along with supporting preparation of associated individual tax returns
Tax planning
Providing recurring projections of taxable income and meeting to review recommendations and adjustment to estimated tax payments — all to reduce your tax obligations
Accounting
Routine accounting clean-up and adjustments needed for accurate tax reporting at your preferred recurrence (monthly, quarterly, etc.)
Fixed asset maintenance
Maintenance of your fixed asset ledger and maximizing depreciation expense for federal, state and alternative minimum tax (AMT) records
Annual 1099s
Preparation of annual 1099s for electronic filings
Specialty tax solutions
Tailored to your business’s needs, including research and development (R&D) tax credits, cost segregation, sales tax, payroll tax, last-in, first-out (LIFO) inventory review, unclaimed property and much more
ACCOUNTING
Whether you’re looking to outsource your entire accounting department or seeking assistance with simple accounting and bookkeeping, we work with you to create a customized solution that meets your needs and scales as you grow.
Transactional accounting
- Accounts payable/bill payment
- Accounts receivable
- Expense management
- Bank reconciliations
- 109
Whether you’re looking to outsource your entire accounting department or seeking assistance with simple accounting and bookkeeping, we work with you to create a customized solution that meets your needs and scales as you grow.
Transactional accounting
- Accounts payable/bill payment
- Accounts receivable
- Expense management
- Bank reconciliations
- 1099 creation and filing
- Transaction recording
Controller services
- Account reconciliations
- Cash management
- Consolidated reporting
- Financial statement preparation
- Designing control procedures
CFO services
- Budget preparation and reporting
- Cash-flow analysis
- Financial forecasts and modeling
PAYROLL
Additional services
Additional services
Payroll processing is no longer simple, administrative work. To most, a paycheck may seem straightforward, but as HR and payroll professionals, we recognize the complexities of calculating pay information. While payroll processing is the end component, ensuring paycheck accuracy relies on good HR coordination and support. This is where we come in.
Additional services
Additional services
Additional services
In addition to the accounting, tax, HR and payroll services above, we have several a la carte options to provide reviews of where you are at now and plan for tomorrow.
Accounting assessment
Review of accounting processes and procedures highlighting risk and opportunity.
Lease readiness assessment
Provide a Lease Readiness Assessment to revie
In addition to the accounting, tax, HR and payroll services above, we have several a la carte options to provide reviews of where you are at now and plan for tomorrow.
Accounting assessment
Review of accounting processes and procedures highlighting risk and opportunity.
Lease readiness assessment
Provide a Lease Readiness Assessment to review in preparation for adoption of GAAP financials if needed. (All equipment and real estate leases will need to be in compliance for ASC 842 under GAAP financials.)
Income tax review
Review of your most recently filed corporate returns summarizing your tax exposures and opportunities.