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Our firm specializes in retail businesses, but in addition we also service physicians/medical offices, developers & real estate entities, transportation companies, insurance agencies, the hospitality industry, legal firms and many others.

Our services include but are not limited to the following:

Flow Through Entity Tax

With our expert knowledge in Flow Through Entity Tax, we ensure that the tax advantages of pass-through entities are utilized to the maximum. We guide our clients through the complexity of flow-through taxation, helping them understand and manage their tax liabilities effectively.

Employee Retention Tax Credit

Our Employee Retention Tax Credit services are designed to assist businesses in claiming significant tax credits available to them for retaining their employees during times of financial hardship. We help navigate the complexities of the credit, ensuring businesses can maximize their benefits and sustain their workforce.

Full Service Accounting and Bookeeping

Our experienced staff will analyze your sales data, reconcile your bank accounts, prepare necessary sales and payroll tax returns, and compile financial statements to properly evaluate business performance.

Payroll Processing

Our experienced payroll processing team saves you the time and effort involved with calculating payroll checks and tax deposits, allowing you to focus on your other responsibilities. Our payroll processing avoids mistakes by keeping up to date with the ever changing tax tables and avoids penalties by making timely tax deposits on your behalf. We also submit third party payments for wage garnishments, court orders etc. Utilizing our direct deposit service will ensure your employees are paid timely.

Individual & Business Tax Preparation

Tax planning and preparation are key in minimizing federal, state, and local taxes. We take a proactive approach to inform you of any tax planning opportunities you may benefit from.

Federal, State, and Local audit representations

Our hands on approach and long history of representing our clients with federal, state, and local audits will put you at ease should you be faced with an audit of any kind.

Anti-Money Laundering Programs & Money Service Business Compliance

Our firm is very knowledgable with money service businesses. We will help you comply with registration requirements and assist you with preparing an Anti-Money Laundering Program that is tailored to your specific business. We will complete accurate currency transaction reports, suspicious activity reports, etc.

Business Acquistions & Sale Analysis

Whether you are buying or selling a business, our firms long standing history and years of experience with business transactions will ensure you are negotiating a deal that is in your best interest.

Business Startup & Dissolution

Our firm will help you determine the corporate structure that best suits your business. We will assist you in completing and filing the necessary corporate formation documents, apply for your employer identification number, and complete all necessary state and local registration forms.

Assisting with obtaining negotiating bank loans

If a loan is what you need, we will be happy to connect you with a local bank or lender that we have a trusted relationship with.

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