Services

Individuals

We provide tax assistance to individuals and prepare federal, state, and city returns. We posess the experience and expertise to support a variety of tax situations.

  • Personal Financial Planning
  • Personal Tax Preparation and Planning (1040 and 1040-EZ)

Not-for-Profit

We provide assistance to all not-for-profit organizations. We are highly trained, qualified, and experienced professionals providing affordable accounting and tax services for your organization.

  • Audit readiness assistance
  • Benchmarking, trend, and revenue analysis
  • Board and staff development training
  • Bookkeeping
  • Compliance governance with budgetary and regulatory requirements
  • Contracted CFO Services
  • Form 990, 990-EZ, 990-PF preparation
  • Implementation of new financial accounting standards
  • Internal Control Structure
  • Net Asset Classification
  • Procedural manual documentation
  • Set up and maintain tax-exempt status

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