We offer complete computerized accounting services for sole proprietors, partnerships, corporations, or limited liability companies on a monthly, quarterly, semi-annually, or annual basis. We maintain general ledgers ultimately used for the preparation of tax returns and financial statements. We customize our service to meet the needs of the client. We can do as much or as little as the client requires. Our approach to each client is one of flexibility. What are your requirements and needs?

Our direction in offering bookkeeping services is one of affordable assistance. We can perform simple bookkeeping services including journalizing, bank reconciling, and recapping. While this is a somewhat simplified area of accounting, for many people it is an important function. We cannot perform the higher levels of accounting without proper bookkeeping data. We also offer assistance in computerized bookkeeping programs like "Quickbooks" as well.

Considering the current computer age, technology, and usage of the Internet, we have organized a comprehensive program to provide expanded services to our clients. This includes complete computer support to systems such as "Quickbooks" and "Quickbooks Pro." We feel this enables us to provide better accounting and tax services.

We provide personal and business tax, accounting, and financial consulting. Whether you are planning to expand your business, start a business, buy a business, sell a business, organize your retirement finances, outline college fund needs for children, purchase your first home, or just reorganize your debts, we can help. We have been providing all of these services, plus many others, to our clients for many years.

Our firm prepares all Federal and State corporation tax returns including Limited Liability Company (LLC) formatted returns. This also includes all K-1 forms for subchapter S stockholders as required.

We have worked very closely with our clients and their legal counsels to establish a good, effective estate plan and/or trust document. We also have assisted in or actually prepared numerous federal and state estate tax returns and currently prepare all required fiduciary trust returns for many of our clients as well.

In close conjunction with financial consulting are the financial planning services we provide. Organizing data, collating information, and implementing an actual financial plan are the important steps required to establish the financial plan that will best suit your needs. We assist our clients in numerous aspects of their individual plans to help them achieve their goals.

The preparation of individual income tax returns has always been a high priority because it pertains to almost everyone whether an employee, a retiree, or a business owner. We give personal detailed attention to each return, respond to all questions, and provide pertinent data for the upcoming year. Our expertise in preparing tax returns results in a complete, concise, high quality, professional product. We also provide extensions of time at no additional cost to our clients that require additional time to file.

We provide notary public services for all our clients, as needed, pertaining to the notary laws of the state of New York.

Our firm prepares all Federal and State partnership tax returns including Limited Liability Company (LLC) formatted returns. This also includes all K-1 forms for partner/members as required.

We have the capabilities to calculate and prepare before-the-fact payroll for our clients, but generally recommend a payroll service such as ADP or Paychex to economically perform those functions. We also calculate and prepare all required Federal and State quarterly tax returns from after-the-fact payroll provided by our clients. This also includes year-end reports and W-2's as needed.