Services
As an Enrolled Agent and a QuickBooks Certified ProAdvisor we offer a full suite of services tailored for small and medium sized businesses.
Individual and Corporate Taxes
Accounting, Payroll and Payroll Taxes
Accounting Systems and Business Consulting
Tax Services
Personal & Corporate Tax Preparation
- Tax Management Services
- Financial Projections
- 1040 Individual Income Tax Returns, including any necessary schedules such as Schedule Cs for businesses, Schedule Es for rentals, Schedule Fs for farms, among any other necessary schedules.
- 1041 Estate and Trust Income Tax Returns
- 1120 Corporate Income Tax Return
- 1120S S-Corp Income Tax Returns
- 706 Estate Income Tax Returns
- 709 Gift Income Tax Return Returns
Accounting
Full Service accounting from QuickBooks certified Pro Advisor
Quickbooks Desktop
- Client owned: Client provides accountant’s backup and documents (such as bank statements) and we review the accounts, make necessary changes, prepare reconciliations, and return to client on a periodic basis. Client is able to continue to work in their QuickBooks desktop even as we are making revisions to their file.
- Firm owned: Client provides documents to firm, such as bank statements, and firm enters transactions and reconciles the accounts.
Quickbooks Online
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Client owned: Client provides documents (such as bank statements) and we review the accounts, make necessary changes, prepare reconciliations. Client is able to continue working in their QuickBooks Online file at the same time as we are working in their file.
- Firm Owned: Client can purchase Quickbook Online through the firm and we will incorporate the software costs into the client’s billing.
Payroll Services
Payroll services for any size organization
Full-Service Payroll
- Preparation of weekly, bi-weekly, or monthly paychecks for client’s employees
- Service includes timely monthly payroll tax deposits, quarterly payroll tax returns, and annual payroll tax returns
- Production of W2s and 1099s
- Direct deposit for employee’s paychecks is available
After-the-fact Payroll
- Client prepares payroll for their employees
- Preparation and filing of quarterly payroll tax returns and annual payroll tax returns
- Production of W2s and 1099s
Accounting Systems and Business Consulting
In a Sticky Situation? We Can Help.
- IRS Representation
- New accounting software setup and monitoring
- New business advising and setup services
- Corporate formations
- Available to clients during the year for business and tax advice at the time needed
“I use an old version of QuickBooks desktop, and I was seriously behind in entering my transactions. Lisa took it over and made the entire process so easy. She brought me up to the newest version at a fraction of the time, expense, and worry that I had expected. “
“My old accounting firm failed to file my business taxes on time. Lisa got everything up to speed and resolved my issues. She tells it like it is, and I appreciate her honesty.”
“Lisa helped me rework my chart of accounts and move my accounting from the desktop to the online version. I feel so much better knowing everything is safe in the cloud, and Lisa is only a phone call away anytime I need her to login and check something for me. I couldn’t ask for anything better! “
Contact Us
We can be reached using any of the methods below or by filling out the contact form.