Our Services

The following is a list of some of the services provided by our firm. However, since this list is not all-inclusive, please call us in regard to any business, tax, audit, or other financial matter.  We maintain relationships with other professionals practicing in a variety of areas.  If we are unable to assist, you can be assured we will refer to to the right individual or firm.

MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES

AUDITED FINANCIAL STATEMENTS FOR:

  Non-profit organizations

  Multiemployer ERISA funds

  Labor unions

TAX RETURN PREPARATION

  Forms 1040, 1065, 1120, 1120-S, 990, 5500, LM-2, LM-3

  All payroll related forms

  1099-R forms for multiemployer benefit plan distributions

REPRESENTATION BEFORE THE IRS

TAX PLANNING

STATE TAX PREPARATION FOR ALL STATES

PREPARATION OF APPLICATIONS FOR TAX-EXEMPT STATUS FOR NON-PROFIT ORGANIZATIONS

MULTIEMPLOYER ERISA PLAN PAYROLL COMPLIANCE EXAMINATIONS OF CONTRIBUTING EMPLOYERS

QUICKBOOKS & SAGE ACCOUNTING SOFTWARE SUPPORT (INSTALLATION, SET-UP, TRAINING)

ESTATE PLANNING