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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


Important Considerations for Shareholders of S Corporations Undergoing Significant Ownership Changes

Many business owners are not aware of elections available to existing S corporations with significant ownership changes occurring in a given tax year, specifically the Internal Revenue…

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New Schedules K-2 and K-3: Enhanced Reporting of Foreign Information

Schedules K-2 and K-3 will be a major change to partnership and S corporation reporting starting in 2021 and will be required for 2022 and future years.…

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More News

Upcoming Deadlines

Upcoming deadlines


September

15

Partnerships and S Corporations If a 6-month tax extension was requested/obtained, file a tax return by this date.

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October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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More Deadlines

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