A CUSTOMIZED PACKAGE JUST FOR YOU
find out how we can help
Bookkeeping
We offer customized bookkeeping packages that focus on getting the perfect fit for you. Whether your seeking someone to handle all of your accounting needs, review and adjust the work of your staff, or simply check-in on a quarterly basis, we’re sure to have a fit for you.
Of course, we focus on providing our clients with convenience every step along the way. See our simplified bookkeeping process below!
Download Your Info
Your transaction history is downloaded from online account access
Perform Bookkeeping
All services within your customized package are completed by your accounting partner
Q & A
Any questions or concerns regarding the completion of the project are communicated to you
Send Financial Statements
You will receive your customized reporting package based on your preferences
Stored in Portal
Your completed reporting package will be stored in your client portal for later use
Tax Preparation
We’re extremely proud of our tax preparation services and believe that to provide our clients with the best experience possible, we must be:
- Knowledgeable
- Proactive
- Accurate
- Convenient
- Affordable
Send Your Info
Upload your documents to your portal, email them to us, drop them in the mail, or come see us at our office
Prepare Return
We prepare your returns to get you the lowest tax liability possible
Q & A
Any questions or concerns regarding the completion of the project are communicated to you
Sign & Download
Review, sign, and download your returns from your mobile device. Feel free to meet with us though!
Stored in Portal
Your completed return and all your tax documents will be available for you when you need them
Other Services
CPA Reviewed or Compiled Financial Statements
Get the level of assurance you need that your financial statements are free from material misstatement.
Sales Tax Returns
Do you sell taxable goods or services? Let us help keep you compliant with any state sales tax requirements.
Tax Resolution
Have you received an IRS or NYS tax notice? Pay us a visit first… we may be able to help set you up on a payment plan or even reduce your tax debt!