Sole Proprietorship

S and C-Corporations

Payroll Services

Tax Preparation Essentials

For Sole Proprietorship and Single Member LLCs

Tax Preparation (Federal & State)
Profit and Loss Statements
Quarterly Estimated Taxes
General business consulting

Additional Services

Pathway Advisory
Equity Compensation
Partner or Shareholder K-1 Income

Accounting Services

Financial reporting statements
Monthly bookkeeping
Pathway Advisory
W-2 and 1099 preparation
Income tax preparation and compliance
Financial statements preparation
General ledger review
Budgeting
General business consulting
Bank and credit card reconciliation
Quickbooks setup

Tax Services

Entity selection

Deduction planning

Budgeting

Income tax return planning and preparation

International tax planning

Form of ownership and employee benefits tax planning

Capital gains tax advising

Business Exit or succession planning

Small Business Payroll (1-5 employees)

Direct Deposit
Weekly, Biweekly, and Monthly Payroll
Payroll Tax Filing and Preparation
Quickbooks Setup
Payroll Check Printing

Larger Business Payroll (5+ employees)

Direct Deposit
Weekly, Biweekly, and Monthly Payroll
Payroll Tax Filing and Preparation
Detailed Employer reports
Quickbooks Setup
Payroll Check Printing