Services

Compilation, Review, and Audit Services (Financial Statements)
Our firm provides professional compilation, review, and audit services to businesses of all sizes, including nonprofit organizations. We can quickly compile your financial records into meaningful financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties.

Nonprofit Accounting
We perform Audit and Attest engagements for not-for-profit organizations, including preparation of the information (tax) returns (Form 990 and NYS char 500 form). We also perform audits for organizations that receive federal funding and require Office of Management and Budget (OMB) Circular A-133 Audits. In addition, we provide monthly bookkeeping services and documentation for reimbursement from Governmental agencies.

Accounting Services (Bookkeeping)
Our Firm offers a complete range of accounting services, including full charge bookkeeping and write-up services. These services include general journal and subsidiary ledger maintenance, bank statement reconciliation, receivables, payables, and payroll management. We can prepare these "Management use only" internal financial statements and other custom financial reports to suit your needs.

Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively. We are Certified QuickBooks Pro Advisor, ®. We can assist you in QuickBooks® Setup, Training, and Reporting.

Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round, if necessary, in order to minimize your total tax burden. Our firm also prepares all federal, state (multistate) and local tax returns for individuals and all entity types at competitive, affordable rates.

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to minimize current and future tax liabilities for our clients. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

Payroll Services
We provide a comprehensive payroll service that is customized for your specific needs, giving you flexible personalized service from our knowledgeable staff. Our firm offers you a complete payroll service that includes check printing, direct deposit of paychecks, tax filings, complete compliance, and more. You will receive all the payroll reports you need to run your business most efficiently, and you will also get personalized professional advice on all payroll matters for your company.

Sales Tax Services
Our firm prepares all sales tax filings (multistate) and offers full sales tax audit representation.

Business Startup Services (Entity Selection)
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluation of the pros and cons of each entity type to help you determine the most tax advantageous form of business for your company. We suggest you speak with your legal counsel to determine which form of entity to select.

IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise and payment plans with the IRS and NYS.

Consulting Services
Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Financial Forecast and Projections (Business Plans)
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!

Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.