Book Us

  • Income Tax Preparation

    • Individual Returns – 1040

    • Business Returns – 1065, 1120s, 1120

    • Trust Returns – 1041

    • Non-Profit Returns – 990, 990-EZ, 990-PF, 990-N

    Income Tax Amendments

    • Review, Correct & Amend the past 3 years of tax filings for Individuals & Businesses

    All Tax & Compliance Services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Bookkeeping Set-Up

    • Initial Set-up & Categorization

    On-Going Bookkeeping

    • Monthly Close - Reconciliation

    • Quarterly Close

    • Year-End Close – Tax Prep Readiness

    Bookkeeping Training

    • New Book Set-Up Training

    • Existing Book Training

    All bookkeeping services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Payroll Services

    • Payroll Training

    • Ongoing Payroll Service weekly/bi-weekly/monthly payroll & related filings

    • Retirement & Healthcare Set-Up

    Business Filings

    • Secretary of State Reports

    • Monthly/Quarterly State Reports

    • Local Tax Reports

    • Sales Tax Reports – Training or Filings

    Payroll Services are done in conjunction with Paychex, Gusto or QBO depending on the clients’ preference. All Business Filings are completed in house and not outsourced

  • Tax Planning

    • Quarterly Meeting to customize Tax Plans

    Business Management

    • Book Review

    • Entity Creation/Conversation

    Universal Family Services

    • Personal Cash Flow & Asset Management

    • Retirement Planning Assistance

    • Tuition Planning

    All Consulting Services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Monthly/Quarterly Goal Meetings

    • Cash-Flow Analysis

    • Financial Planning & Analysis

    • SWOT Analysis

    • Strategic Direction Proposals

    • Funding Preparation & Assistance

    All Consulting Services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Trader Facing

    • Connects ALL blockchain wallets in one place

    • Evaluated ALL transactions between ALL crypto wallets

    • What-If Analysis TAX - Calculates lowest capital gain for tax purposes

    • What-If Analysis TRADE - Calculates trade implications on capital gain tax

    • NFT tracking

    • Inventory methods for Sent/Receive

    Financial Firms

    • Connects ALL blockchain wallets in one place

    • Evaluated ALL transactions between ALL crypto wallets

    • Produces detailed Audit Ready materials for prior year trades and cash-outs

    • End-of-Year bookkeeping for clients who use Crypto for day-to-day expenses and income

    • Tax Planning for traders of Crypto and NFTs

  • Trust Accounting

    • Cash-Flow Analysis

    • Financial Planning & Analysis

    • SWOT Analysis

    • Strategic Direction Proposals

    • Funding Preparation & Assistance

    Trust Accounting

    • Cash-Flow Analysis

    • Financial Planning & Analysis

    • SWOT Analysis

    • Strategic Direction Proposals

    • Funding Preparation & Assistance

    Trust Tax Returns

    • Beneficial Trust Returns

    • Business Trust Returns

    • Family Foundation Trust Returns

    Trust Advice & Maintenance

    • Yearly Lease Agreement Review

    • Monthly & Quarterly Transfer Amount Calculations

    • Compliance Training

    All Trust Services are done in conjunction with The NAI Group & the responsible Trust Attorney. We never outsource services or share any information with outside individuals or businesses

What we offer:

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