Compliance Services
Bookkeeping and Payroll
We can provide complete bookkeeping and payroll services, including bill paying. We also can provide QuickBooks training for those that like to handle their own bookkeeping. We assist with providing information to insurance companies for workers compensation audits.
Accounting
We prepare compiled and review level financial statements for our closely held clients. Where appropriate, we provide interim accounting services, working closely with client bookkeepers and or controllers. We also assist with preparation of personal financial statements, which primarily are required by local banks.
Taxation
We prepare individual income tax returns for the closely held business owners, along with middle to higher income individuals. Our goal is to minimize your taxes while complying with tax laws.
A major focus of our practice is preparing tax returns for closely held C corporations and S corporations, and Limited Liability Companies.
We prepare partnership tax returns for General Partnerships, Limited Liability Companies, and Limited Liability Partnerships for both operating companies and real estate rental companies.
We work closely with local attorneys and prepare federal and state estate tax returns. We also can assist with the preparation of probate forms.
We prepare estate and trust income tax returns working closing with local attorneys.
We assist with preparing local property tax forms, forms of list, and rental real estate forms for the cities and towns.