Services

Federal and State Filing 

Personal ,Federal and State Filing 

• Recording transactions: Recording sales, invoices, bills, and other financial transactions in a journal, spreadsheet, or accounting software 
• Maintaining ledgers: Balancing ledgers and tracking debits and credits 
• Managing accounts: Handling accounts receivable and accounts payable 
• Processing payroll: Calculating pay and deductions, and managing payroll records 
• Preparing reports: Summarizing financial activity into reports that show how the business is doing 
• Preparing tax returns

 Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. A plan that minimizes how much you pay in taxes is referred to as tax efficient. Tax planning should be an essential part of an individual investor's financial plan. 

 Estate planning involves a series of legal documents that outline how you want your affairs managed after you pass away It can include: 

 A financial audit is an accounting practice that examines a company's financial records to ensure their accuracy and completeness. A financial audit typically includes: 

•  The purpose of a financial audit is to: 
• Ensure that the company's financial records are correct
• Find inefficiencies
• Improve production and operations
• Meet compliance requirements
• Establish procedures for monitoring
• Prevent fraud