Tax & Financial Services

Bookeeping

Ongoing tracking of income, expenses, and financial records to help businesses stay organized and financially healthy throughout the year.

Acceptance Agent

Authorized to assist individuals in obtaining an ITIN (Individual Taxpayer Identification Number) for those not eligible for a Social Security Number.

Tax Consultation

Personalized advice on tax planning, strategies to reduce liability, and answers to tax-related questions throughout the year.

Business Startup

Guidance on forming a new business, including registration, tax ID setup, and choosing the right business structure for long-term success.

Audit Preparation – Workers’ Comp. & General Liability

Organized support and document preparation for businesses undergoing insurance audits, helping ensure compliance and avoid penalties.

Tax Preparation – Business & Individual

Professional filing of federal and state tax returns for individuals and businesses, ensuring accuracy and maximizing eligible deductions.