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)
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
- 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