Businesses

Accounting + Auditing / Assurance Services

Good business decisions are based on good data, and knowing where to go is best informed by where you’ve been. Is your financial data as reliable as it could be? They may not be sexy, but quality financial statements provide not only the engine that drives your business decisions, but also the tools that allow your banker or insurance broker to help grow your company. We provide the most accurate financial reporting possible to help you move your business forward with confidence.

We will help you with

  • GAAP compiled, reviewed, or audited financial statements (monthly, quarterly, annual)
  • Projections and Proforma financial statements
  • Personal financial statements
  • Agreed upon procedure reporting
  • Internal control reporting

Accounting Services (AS)

Whether you need a little internal accounting help or a full-service suite of solutions, we can smoothly integrate ourselves into your daily operations as much as you need, whenever you need it – either onsite or remotely. We’ll help you assess your needs, personnel and budget to build the set of services that’s right for you.

We will help you with

  • Daily or weekly transaction processing
  • Payroll processing
  • Federal, state, and local tax processing
  • Excise tax audit assistance
  • Processing annual payroll forms such as W-2s and form 1099
  • Monthly financial statements
  • 401(k) Audit Reporting

Accounting Services: Finding a Better Way to Eliminate Frustration

Businesses gain the energy they need to grow by letting us sweat the small stuff.

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News & Insights

News and insights


Helpful Tips for Completing Your SafeSend Tax Organizer

Tax organizers help you collect all the information we need to prepare your individual tax returns. Organizing your information in clear and complete ways helps us prepare…

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Current and Upcoming Tax Law Changes

Whether you are preparing to file your 2023 tax return or are planning for 2024 on, it is imperative to review the effects of changes to tax…

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More News

Upcoming Deadlines

Upcoming deadlines


Friday, March 15, 2024 – Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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Monday, April 15, 2024 – Original deadline for calendar year-end C Corporations (Form 1120), Trusts (Form 1041), and individuals (Form 1040).

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More Deadlines

Reach out to us, we’ll take care of the rest