More Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Incorporation

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Incorporated businesses, also called corporations, are distinct from sole proprietorships and partnerships in a number of ways. Corporations feature unique benefits that give them an advantage over other business types, but there are drawbacks to the corporate structure as well. Small businesses consider incorporating for a number of reasons, including expansion, efficiency of operations, and liability protection.

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EIN Application


  • File Tax Returns. If your business is a partnership, a multi-member LLC, or if you have employees, an EIN is required in order to file taxes. …
  • Hire Employees. …
  • Maintain Corporate Veil. …
  • Prevent Identity Theft. …
  • Open a Business Bank Account. …
  • Build Business Credit. …
  • Qualify for More Business Loans.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Form 8821/ Tax Information Authorization

Form 8821 is incredibly helpful for tax professionals and also authorize us to do:

  • Call on behave of our clients for any letter or notice
  • Receive client transcripts
  • Obtain client account information
  • View payments made to an account
  • Verify filing status for returns
  • Inspect information for the designated taxes and tax years

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ITIN Application/W7

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the U.S. Internal Revenue Service (IRS). The IRS issues ITINs to individuals who are not eligible to obtain a Social Security number (SSN). These taxpayers include unauthorized immigrants are lawfully in the country and must pay taxes, but may not be eligible for a SSN and may obtain an ITIN:

  • A non-resident foreign national who owns or invests in a U.S. business and receives taxable income from that U.S. business, but lives in another country.
  • A foreign national student who qualifies as a resident of the United States (based on days present in the United States).
  • A dependent or spouse of a U.S. citizen or lawful permanent resident.
  • A dependent or spouse of a foreign national on a temporary visa.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Our Team is Ready to Help you!

Call today to schedule an appointment!