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Our Services

No. 1

Tax Services

Tax Preparation:

·Individuals

·Business

·Estates

·Trusts

  • Gift & Estate

  • Non-Profit

Tax Planning                                             
Strategic Business Planning
Succession Planning
New Business Formation
Business Entity Selection
Consulting
Financial Planning
Retirement Planning
Tax Problems

IRS Audit Representation
Non-Filed Tax Returns
Back Taxes Owed
IRS Liens
IRS Levies
IRS Wage Garnishment
IRS Seizures
Offer In Compromise
IRS Payment Plan
Bankruptcy
Innocent Spouse Relief
Litigation Support
Social Security Claims and Consulting

No. 2

Small Business Accounting

QuickBooks Pro Advisor
QuickBooks Services
QuickBooks Setup
QuickBooks Training
QuickBooks Answers
QuickBooks Tips
Payroll
• Process Payroll
• Part-Time On-site Payroll Services
(Contracted Payroll)
• Payroll Tax Return Preparation
• Payroll Tax Problems
• L&I & ESD Audit Representation
• Quarterlies, Annual W-2’s, W-3, etc.

No. 3

Bookkeeping

Full or Partial Bookkeeping Services
Part-Time On-site Bookkeeping Services
(Contracted bookkeeping)
B&O “Excise Tax Return”
• Process B&O taxes
• B&O Audit Representation

No. 4

Accounting Consulting

 Train, review, and assist internal bookkeeper

Accounting system setup 

Payroll & Payroll Tax return preparation

Bank reconciliations

Reconciliation of account balances

No. 5

Financial Statements

Financial Statement preparation including:

  • SSARS 21 Financial Statements (Management)

  • Compiled Financial Statements

  • Reviewed Financial Statements 

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