sERvices
For over 35 years in the accounting industry, we specialize in complete tax and financial planning services for small businesses.
complete Tax
Preparation of individual federal, state, and city returns (1040)
Preparation of corporate federal, state, and city returns (1120/1120-S)
Preparation of partnership, LLC, and LLP federal, state and city returns (1065)
Preparation of fiduciary federal, state returns (estates and trusts) (1041)
Preparation of nonprofit returns (990)
Preparation of gift tax returns (709)
Preparation of commercial activity tax returns
Preparation of sales tax returns
Preparation of applications for FID No (SS-4) and small business elections (2553)
Representation for tax audits and collection issues, including IRS, BWC, ODJFS, City and State
Advice and consulting regarding tax planning
Accounting services
Accounting system setup – including training and support
Comprehensive P/R processing tailored to your needs
Compilation of F/S with and without footnotes
Review of F/S with footnotes
Cashflow analysis
Debt restructuring
Forecasts/projections
Accounting and reporting for retirement plans
Business appraisals and valuations
Financial planning including retirement and business successor planning
General bookkeeping services
Concierge Payroll Services
Serving over 100 small business clients with personalized payroll processing
Set up and maintenance of all records
Time-card tabulations
Withholding and payment of tax and benefit contributions
Federal, state and locality tax filings and payments
Issuance of checks and preparations of forms W2/W3 and 1099s
Direct Deposit services
BWC management and representation
ACCOUNTING AND REPORTING
Accounting and reporting for retirement plans
YEARS OF EXPERIENCE
Over 35 years of experience
FINANCIAL PLANNING
Financial planning including retirement and business successor planning
ADVICE AND CONSULTING
Advice and consulting regarding tax planning
Testimonials & Featured Clients
We’re ready to help!