and

bookkeeping

Bookkeeping & Payroll

We provide several services to businesses including payroll and bookkeeping. We can do your bookkeeping while you focus on growing and running your business. Make an appointment to discuss options and rates.  

Tax Preparation & Planning

We prepare tax returns for individuals, business, and partnerships. Your financial health is important to you and us - it begins here.  We feel that no return is too "small" or "easy" to receive expert help. We will electronically file federal and all 50 states, whenever allowed by IRS regulations.

What to bring to an appointment

• All W-2s, 1099s, and W-2Gs
  
• K-1 statements
• Year-end bank and mortgage statements
  
• Property tax statements for current and upcoming tax years
  
• 1095-A from the federal or state health care exchange
  
• 1095-B from your health insurance carrier or documentation of coverage for the year
  
• 1095-C from your employer-sponsored health insurance or documentation of coverage for the year
  
• All medical expenses - please categorize and calculate the amounts
  
• Health Saving Account (HSA) contribution and distribution amounts
  
• Brokerage statements original purchase information if not provided by your broker  (this includes the date of purchase, the cost, and expenses you incurred to hold the investments  including management or brokerage fees)
  
• Investment expenses for the current year
  
• 1098-T Higher education and scholarship/grant statements & billing transcript from school showing payments made during the tax year
  
• Student loan interest statement
  
• Home closing statement - if you sold a home bring the original home closing statement
  
• Income and expenses for any business
  
• Unreimbursed job expenses
  
• Dependent care provider name, address, ID, and amount you paid for each child
  
• Estimate tax payment records
  
• Bank account information for direct deposit (bank routing and account numbers
  
• Driver's licenses or state ID for the taxpayer and spouse
  

New clients should also bring: 

• Copy of last year’s tax return
  
• Picture IDs for yourself, your spouse, and your dependents
  
• Social Security card or ITIN card for yourself, your spouse, and your dependents
  

Compliance and education

What to look for:

• How long as the company been in business?
  
• Does the tax preparer have a PTIN?  This is a registration ID number given by the IRS for registered tax preparers. 
  
• What kind and how often does the tax preparer attend continuing education?
  
• Is the tax preparer an Enrolled Agent? 
  
• Does the tax preparer answer your questions and spend time performing their due diligence by asking you questions? 
  
• Is your information secure with the firm you selected and do they have protocols in place that are written and followed?
  

Use a Reputable Tax Preparer

Security and due diligence

Business Start-up Consulting

Are you starting a business? We can help by not only teaching you how to use electronic bookkeeping software but being a sounding board for new ideas, shed light on problem areas, and help with brain storming solutions with you.