tax

Whether you need to file personal tax returns, business returns or just have a general tax inquiry we can help you. Contact us to see what our experienced tax staff can do for you.                                   

Areas of expertise: Individual, Partnerships, Corporate, Trust and Gift.

accounting

Let us take your financial data and produce the financial statements you need to make the most important business decisions. We will also analyze the data so you have a better understanding of how well your business is performing.                                

Areas of expertise: Profit & Loss Statements, Balance Sheet, Statement of Cash Flows, Statement of Retained Earnings.                                         

management advisory

We understand that sometimes you’re faced with difficult choices in the business world. Our experienced staff will be there to assist you in making the toughest business decisions to benefit your company.

Areas of expertise: Process Improvement, Due Diligence, New Entity Formation & Setup, Tax Advice, Estate Planning & Retirement Planning.

finance

Need to know the financial stability of your company? Want to see where you'll be in a few years? Our staff will evaluate your current position and model your financial projections to give you a picture of where you're headed.

Areas of expertise: Budgeting, Forecasting, Financial Planning, KPI, Dashboards, RFP. 

bookkeeping

Why manage receivables and payables when you have a business to build? Our staff will handle the data entry, disbursement and deposit entries as well as produce aging reports. We will also reconcile your bank and credit accounts. But don’t be alarmed, you’ll maintain control of your budget.

Areas of expertise: AP, AR, General Ledger Maintenance, Journal Entries, Bank & Credit Card Reconciliations. 

system design & implementation

If you’re contemplating implementing a new system or need to make improvements to those already in place contact us to see how we can help.

Areas of expertise: POS, Payroll, Accounting Systems, Marketing Integration. 

payroll

We will manage your implementation and process your payroll according to your preferred pay cycles. You will have access to all standard and custom payroll reports as needed. 

Areas of expertise: Setup, New Hire Maintenance, Payroll Processing, Payroll Returns, W2's, 1099's.

Human Resources

We will help you design applications, handbooks and manuals to make your on-boarding and terminations seamless processes. We’ll also maintain your employee database and process labor forms.

Areas of expertise: Benefits Administration, New Hire Reporting, Compliance, Workers' Compensation & General Liability Insurance, 401K Setup & Maintenance, Stock Options & Plans. 

Notary services

NYS Notary Services