Our Services

tax PREPARATION

Comprehensive tax preparation services for individuals & business entities, ensuring all forms are filled correctly and filed on time.

tax planning

Helping individuals and businesses optimize financial decisions by leveraging deductions, credits, and exemptions, as well as choosing the most tax-efficient entity structures.

wine & Food costing

By converting management-cost data to tax-basis figures, we help businesses streamline their financial records and meet tax obligations while optimizing their cash or accrual basis reporting requirements.

TAX maintenance plans

Ongoing support to ensure that individuals and businesses stay compliant with tax laws throughout the year. This service includes regular monitoring of financial activities, updating tax strategies as regulations change, and timely filing of tax returns.

audit defense

Immediate support for IRS and state audits, including employment department audits. Includes IRS and state letter correspondence.

sales tax compliance

Helping businesses ensure they are accurately collecting, reporting, and remitting sales tax in accordance with local, state, and federal regulations.

bookkeeping

Maintaining up-to-date financial records, ensuring high accounting standards, and providing a clear view of a business's financial health.

payroll management

Ensuring timely and accurate payroll processing, compliance with local and federal regulations, and the proper filing of payroll taxes.

additional business support

Accounts payable & receivable, performance & management reporting, inventory management, and excise tax reporting may be available to certain businesses upon request.