My Services

Preparation Services

Openings and Terminations: Set up and close business books
Depreciation Schedules
Payroll Services
Tax Reporting


  • Individual
  • Partnerships
  • Sub-S Corps
  • C Corps
  • Trusts
  • Retirement Programs
  • Non-Profits
  • Out of State Filings
  • Estimated Taxes
  • Amended Returns


  • Payroll Tax Reporting and Payments
  • Non-Profit Updates


  • Payroll Tax Reporting and Payments
  • Non-Profit Updates


Financial Services

Compile Income Statements and Balance Sheets
Monthly, Quarterly, and Annually (Year-End Closing)
Non-profit Compilation or Review (Helpful When Seeking Grants)

Consultation Services

Budgets   •   Relocation   •   Retirement Distributions
Administration of Retirement Plans   •   Investments
Administration of Non-Profit Investments   •   Consolidations
Purchase vs. Leasing Advising   •   Capital Gains/Losses
IRS and Local Tax Authority Correspondence
Participating Member on Corp. Board of Directors