Complete Financial Services

• Monthly Financial Statements:
  Choose from the following services available: QuickBooks online version – access from any PC or QuickBooks desktop version – access via remote entry processing. Every month you get a Profit & Loss, Balance Sheet, General Ledger and Bank reconciliation within a 1-week turnaround time to know exactly how your business is performing.
• Payroll processing services:
  Paperless payroll processing. Includes payroll tax deposit and filing; Direct Deposit or Paycard payment methods; workers compensation management and corporate shareholder fringe benefit pay and reporting.
• Tax Planning:
  During the year, tax planning consultation based on mid-year (June) and (September) Year to Date financial statements. Estimates of taxes due, calculated with the idea of discussing during the year in order to avoid any tax surprises. We have time to make decisions about reducing the tax liability before it’s too late. Advise on tax planning decisions, retirement contributions, or other tax saving ideas. Even if it’s not for saving/reducing taxes, it is all about being aware of the tax situation way before the time it is due. No surprises.
• Tax Preparation:
  Year-end tax return preparation for Self-employed, Corporate, LLC, Non Profit and Partnerships.
• Medical Insurance:
  Appointed with Blue Shield, Anthem Blue Cross and Kaiser to set up group insurance plans. Variety of products available, we shop around and get the prices/services that best fits each group's needs.