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By effectively matching our specialized programs, years of accounting expertise and utilizing cutting edge computing, we offer our clients personalized and dependable service. Listed below are a few financial services offered by our firm.
Accounting Services (Monthly & Quarterly Basis) |
- Preparation of financial statements
- Monthly Write up and Sales tax preparation services on various common accounting packages
- Monthly bank and brokerage reconciliation
- Data entry to generate W-2's, W-3's, 1099's, 1096's, 940's, 941's, UCT-6's quickly and easily
- Data input from organizers to Turbo Tax for individual and corporate returns
- Payroll taxes, sales taxes and other state statutory taxes compliance
- Web based Application packages for integrated accounting solutions for Large firms with geographically separate offices
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| Taxation |
- Personal - 1040 and State returns
- Business Tax returns - 1020, 1020S, 1065 and State returns
- Estates and Trusts - 1041 and State returns
- Tax Planning
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| Management Services |
- Management of Finance and Accounting functions
- New business start-up assistance
- Loan Applications (SBA & other)
- Systems design and implementation
- Business Evaluation (sales/purchase)
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| Industries Principally Served |
- Auto Retailers
- High Tech/Information Technology
- Hotels
- Import/Export
- Insurance
- Manufacturing
- Not-for-profit Organization
- Professional Services (doctors, lawyers, etc)
- Real Estate
- Restaurants
- Retail
- Travel Agencies
- Wholesale/Distribution
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