Tax Services – Business

Getting your Business Established

Starting your own business sounds easy enough, but there are a lot of decisions to make that could impact the growth of your business and the amount of tax that may be due. We will provide assistance in setting up your business by:

  1. Establishing which business type works best for you, LLC, PLLC or Trust planning.
  2. Then, we can establish what is the best tax entity for you to choose: disregarded entity (filed on a Sch C or E), S Corp, C Corp, or Partnership.
  3. Next, we can advise on the number of accounting software that would work best for you.

Return to Top

Monthly Services

For businesses who would like to offload their monthly accounting, we provide the following services:

  1. Bookkeeping
  2. Bank Reconciliation
  3. Monthly Accounting, create P/L and balance sheet reports
  4. Advisement for payroll and retirement planning for owners
  5. Make monthly payroll payments to the IRS and states

Return to Top

Quarterly Services

For business owners who either already have a bookkeeper or do it themselves but need help filing quarterly payroll reports to various agencies, we provide the following services:

  1. File Quarterly payroll tax reports to the IRS and states
  2. Provide estimate tax payment vouchers for owners and C Corps based on profit and loss statements

Return to Top

Annual Services

  • Create and process 1099s and W2s (ie Write Up services).
  • File annual tax returns based on provided P/L and balance sheets.
  • Consulting for your business for the upcoming year.

Return to Top

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Return to Top


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Return to Top

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Return to Top

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Return to Top

Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Return to Top

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Return to Top

Call today to schedule an appointment!