Accounting & Tax Services

Our Umbrella of Services

Tax Preparation & Tax Filing

  • Personal 1040
  • Schedule A
  • Business (Schedule C)
  • Rental Income (Schedule E )
  • Corporate-1120
  • S-Corp 1120-S
  • Partnerships -1065
  • Also Foreign Income

Tax & Payroll

QuickBooks® Management

Iolta Trust

One-on-One Training

QuickBooks® Setup

Establish Bookkeeping Workflow

Budget Forecast

Worker’s Compensation

Data Entry

Receivables and Payables

Bank and Credit Card Reconciliation

Aging and Vendor Reports

Monthly P&L, Balance Sheet, and General Ledger

Sales Tax Service

1099 Service

Assistance On-Site or Offsite (virtual ready)

Secure Data Exchange

A time diary of our work and invoice


Flat, Hourly, Monthly, and Project Rates


Based on the scope/complexity of work, the length of the project, the amount of data that needs to be reconciled, and how the project will be accomplished. Contact me for an estimate! We offer competitive rates and flexibility in scheduling including from hourly to quarterly per project, or flat rate pricing.


Payroll is priced at a flat rate, usually 30-40% lower than outsourced paycheck processing. We set-up auto pay for taxes. We can do direct deposit. We do everything that our other competitors do, except more affordable. Complimentary consultations to evaluate.

Businesswomen working at table in office

Get back to minding your business, while we mind the rest!

Specialty Services

  • Quickbooks & Complete Virtual/Paperless Office Set-Up
  • Quickbooks Clean-Up
  • Quickbooks Training
  • Forensic Bookkeeping
  • Personal Bookkeeping
  • Tax Preparation
  • Payroll & Payroll Taxes
  • Payroll Audits
  • Sales Tax Returns & Audits
  • 1099’s & W2’s
  • Personal Tax Returns
  • Business Tax Returns
  • Property Tax
  • International Shipping Management
  • Cloud Integration
    • SmartVault Client Portal
    • Swizznet
    • Cloud9
    • CRM/CEM Integration
  • Merchant Service Fee Negotiation
  • Accounts Receivable
    • Invoicing
    • Collections
    • Processing Wire Transfers
    • Customer Service Issues
  • Accounts Payable
    • Bill Pay
    • Vendor Term Negotiations
    • Customer Relations
  • Analysis of Business Expenses for Cost Cash Flow Projections
  • Cash Flow Management
  • Budgets
  • LLC Set-Up & Preparation
  • Specialty Reports
    • Affiliate Commission Reports
    • Merchant Service Reports
    • And much, much more
  • Bank Reconciliations
  • Construction Waivers and Draws
  • Management of Insurance Policies:
    • Medical
    • Personal Articles
    • Professional Liability
    • Errors & Omissions
    • Other
  • Open Bank Accounts, Investment Accounts & Lines of Credit
  • Set-Up of Online Banking
  • Office and/or Equipment Leasing
  • Office Management
  • Human Resources Administration
  • Employee Benefits Administration
  • Vendor Management and Research
  • Liaison between Company Officers/Owners and Employees, Vendors, and Clients with Regard to Business Matters
  • Business License Applications and Renewals
  • Charitable Contributions