Services

You run your business. 
We'll handle the rest.

Tax Planning & Preparation

Tax laws are complex. We're here to help you handle it all.

The Corporate and Individual tax law is an ever evolving code. By keeping current on new laws and legislation, we stay in a position to identify tax minimizing opportunities and to help in strategic planning sessions for our individual and corporate clients. We are available throughout the year to provide the taxation expertise and knowledge that our clients deserve. The following services are available:
  • Planning and preparation for individual taxes, corporate taxes, taxes for partnerships, trusts and not-for-profit organizations
  • Tax authority representation
  • Tax effects of buying/selling a business
Contact us
Tax Planning and Preparation
Small Business Services
Attestation Services

Small Business Services

Let us take the headache out of your businesses finances.

Depending on the size and financial knowledge of your company, back office needs are often neglected. Outsourcing bookkeeping and services can save you time and money. Our firm can help you set up a system that you can maintain yourself or we can do the record keeping for you. You can customize your outsourcing package to the level of assistance that is right for you and your company. 
  • Small business accounting: 
  • Financial statement preparation 
  • General ledger services 
  • Monthly bank reconciliations 
  • Preparation of amortization and depreciation schedules 
  • Quickbooks consulting 
  • Sales and Use tax returns 
  • Start up consulting services 

Payroll: 

Payroll often gives small employers the most headaches with deadline and compliance issues. Outsourcing payroll needs is often the most effective and cost saving financial tool that a company can use. Payroll tax non-compliance can cost hundreds or thousands of dollars for late deposits or late filings. We can help through our associate company, Southern Payroll, LLC to ensure that your employees are paid on time through direct deposit or checks and that all of your compliance issues are met. ï»¿

  • Payroll tax compliance 
  • Quarterly and Annual tax reports and Tax Liability deposits 
  • Preparation of W-2's and year end reporting 
  • Preparation of Forms 1099, 1096, etc.
Contact us
Tax Planning and Preparation
Small Business Services
Attestation Services

Attestation Services

We provide attestation services and financial reporting to meet your needs.

  • Review: an examination of financial records and management limited to analytical procedures and inquiries with limited assurance.
  • Compilation: information based upon client provided financial records and used primarily for internal use.
  • We specialize in employee benefit, not-for profit and construction contractor audits.
Contact us
Tax Planning and Preparation
Small Business Services
Attestation Services
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