We will prepare your federal, state and local tax returns, and can also help you figure out how to reduce the taxes you must pay, making year-round tax planning & bookkeeping more important.

We can custom tailor bookkeeping services to your needs to range from full service bookkeeping every month to quarterly review of your in-house prepared financial statements. We like advise our clients proactively rather than find out bad results after the fact. We can also perform a “tune-up” on your Quick books file to make sure it is set up most efficiently for you.  This would also entail cleaning up your chart of accounts.  Sleep better knowing your company’s books are reconciled and reviewed so you have the most up-to-date financial information at your fingertips.

Audits

An audit provides the highest level of assurance on an organization’s financial statements. An audit provides assurance that an organization’s financial statements are free of material misstatement and are fairly presented based upon the application of generally accepted accounting principles.

An audit includes:

• Confirmation with outside parties
• Testing selected transactions by examining supporting documents
• Completing physical inspections and observations
• Considering and evaluating the internal control system of the organization

Reviews

A review provides limited assurance on an organization’s financial statements. During a review, inquiries and analytical procedures present a reasonable basis for expressing limited assurance that no material modifications to the financial statements are necessary; they are in conformity with generally accepted accounting principles. This “does it make sense” analysis is useful when the organization needs some assurance about their financial statements, but not the higher level of assurance provided by an audit.

Compilations

A compilation provides no assurance on an organization’s financial statements. The CPA takes financial data provided by the organization and puts them in a financial statement format that complies with generally accepted accounting principles. There are no testing or analytical procedures performed during a compilation.

IRS Representation

We can help you with any IRS notices you receive. Let us handle the stress of the situation & ease your fears. Many of the notices can be taken care of with an appropriate letter and/or telephone call to the taxing authority after getting signed power of attorney to deal with such matter. We have the experience to deal with these matters effectively. We can help in areas such as Penalty relief, Adjustment of assessment, Claim for refunds, Collection matters and Examinations, to name a few.