Our Financial Services
We specialize in keeping track of all financial transactions undertaken by businesses and individuals. Explore our service areas and product line.
Accounting Services
Bookkeeping
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.
Financial Statements
Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
Payroll Services
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks, free direct direct into employee’s Accounts and preparation of all W-2's and 1099 forms. Our payroll service has 2 components: either we do all the work and you simply forward the time cards to us or you access our secured online site and manage the entire process yourself. We guarantee the accuracy of your payrolls or we pick up the tab on any penalties that result. Click here to see a demo of our ‘client managed’ payroll service.
Maybe you need help determining what the deductions on a specific payment amount will be or what your tax liability will be, then we would be happy to provide a free calculation for you. By providing us your hourly wage rate, number of hours worked or the gross pay, we can compute the total deductions to arrive at net pay as well as show your total federal and state tax liabilities.
Financial Planning
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Quickbooks Consulting
We are certified by Intuit to provide support for its Quickbooks Pro and Premier line of Accounting Software. From Accounts set up, staff training to Accounst clean up, at your place or ours, we have the solution to your Quickbooks issues. If you currently using Microsoft Accounting and you are worried about continued support because of the discontinuance of this product, give us a call and we'll be happy to help you transition to a Quickbooks product.
Get help with the completion and filing of your year end tax forms, W-2s and 1099 MISC. This service is priced very competitively and your forms can be electronically filed. No need to purchase forms from the stationery store. We can take care of it all.
Tax Preparation Services
Individuals
A core specialty is the preparation of tax returns for individual taxpayers. Returns are electronically filed and the option of having a Refund Anticipation Loan is available.
We require the following items, if applicable to your situation to accurately prepare your tax return:
- Wage Statement or other proof of Income – Forms W 2 & / or Form 1099
- Pension, Retirement Income
- Interest & Dividend Income
- Commissions & Tip Income
- Self-Employment - Business Income & Expenses
- Lottery or Gambling Winnings
- State Refund Amount
- Social Security/Unemployment Payments
- Income from Rental Property
- Alimony Paid or Received
- Purchase or Sale of Residence
- Medical & Dental Expenses
- Taxes Paid
- Monthly Expenses
- Charitable Donations
- Interest Paid
- Work Related Expenses
- Educational Expenses
- Donation acknowledgement
- Child Care Expenses
- Your Drivers License
- Your Social Security Card
- Dependent’s Social Security Card
- Last Year’s Tax Return
Business Tax Returns
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.
We require the following to accurately complete your business’ return:
- Cash Flow Statement
- Income Statement per books
- Balance Sheet as at end of financial year
- Payroll Summary
- Depreciation Schedule
Sales Tax Return Preparation
Regardless of state / states in which you operae, we can accurately and timely complete and file your sales tax returns. Do contact us for a quote on this service.
Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
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» What's new for 2009 tax year » Important Tax Facts
New York | 718-303-9660