Services

Full Service Tax Preparation

  • Tax planning and return preparation for individuals and business
  • Multi-state tax returns
  • Estate, trust and gift tax returns
  • IRS representation
  • Insufficient funds to pay the tax liability due
  • Settlement of tax debt
  • Estimated tax calculations
  • Divorce and support issues
  • Sales Tax Reporting & Filing
  • Form 1099 preparation
  • Business Property Tax Declaration
  • Missed tax filings for one or more years

Accounting
Services

  • Assist in selecting accounting software for your small business
  • Implementation of accounting software including general ledger and account set-up
  • Bookkeeping and Billing
  • Financial statement preparation
  • Each month, quarter or at year-end we will do the following things for you:
    • Reconcile the bank accounts
    • Reconcile balance sheet accounts
    • Make adjusting journal entries
    • Make closing journal entries
    • Prepare an Income Statement
    • Prepare a Balance Sheet

New Business
& Non-Profits

  • New Business Formation
    • Selection of the optimal business entity (Sole Proprietorship, Partnership, LLC, C corp or S corp)
    • Registering for an Employer Tax ID Number (EIN)
    • Registering for various state tax ID numbers
    • Opening a company bank account
    • Establishing the company payroll
    • Creation of the company accounting system
  • Non-Profits
    • Formation of a not-for-profit
    • Articles of Incorporation
    • By-laws for the Organization
    • IRS application for tax-exempt status
    • Form 990 preparation
moneyjar

You Can Afford a CPA!!

Don't cheat yourself or your business because you think you can't afford the best.  Set up your consultation today.

We will come to you!

We serve clients in Connecticut and New York.  You can come to us or we will come to you!

We will visit you

Next Steps...

Janice is available evenings and weekends to meet with you.  Schedule your consultation with Janice.