Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
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Payroll Forms
Form W-4 | Form I-9-1 | Form MW507 | Form W-9 | Direct DepositTax Services
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. We can electronically file tax payments and prepare all necessary payroll tax returns in a timely manner.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that may minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Estate & Trust Tax Preparation
We have mastered the complexities of estate and trust tax preparation and can provide planning options which may minimize estate and trust taxes.
Accounting Services
Bookkeeping/Write-Up
Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping, invoicing, bill-paying and bank reconciliation.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is our commitment. We produce meaningful, well-organized financial records. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (including Sales & Use/Business Property)
*Personal financial statements
Compilations
We view our role in the financial reporting process as an opportunity to provide our clients with accurate, concise statements of their business financial position. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Consulting Services
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Miscellaneous
Incorporation Documents
We can provide the necessary documents to incorporate your business. We provide Articles of Incorporation, By-Laws, First Meeting Minutes, Stock Certificates and Tax ID Numbers. This service is a document preparation service only and does not include legal advice.
Trustee Services
Karen M. Whaley, CPA, CSEP serves as a Trustee for numerous trusts and custodial situations. Her honesty, integrity and education in the Estate and Trust field make her an excellent fiduciary.
Other Services
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.