Learn More About Our Services


Accounting Services

Bookkeeping

The FIRST key to success in business is to know whether you are making money and where that money is going. Without an efficient bookkeeping system, it is almost impossible to know how your business is performing and whether you are making a profit. Good records are not only required by your business, but by the IRS for taxes, your bankers and suppliers to establish credit and by any potential investors, partners or buyers of your business when you decide to expand or retire. Timely, efficient bookkeeping services are available for businesses of all sizes. We maintain all of your confidential payroll and business statements out of your office, freeing up space and reducing your additional payroll requirements. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support and highly recommend Quickbooks for your accounting needs -- Mary Ann is also a Quickbooks ProAdvisor! Our firm can help you with your bookkeeping needs. We are knowledgeable and experienced in bookkeeping procedures, income and payroll tax laws, and tax and bookkeeping software. We specialize in bringing a wide variety of services to the business owner at a minimal cost.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Tax Preparation Services

Individuals

A core specialty is the professional preparation of all Federal, State, and local tax returns at competitive rates. We are also an IRS Authorized Electronic Filing Provider and we specialize in Electronic Filing.

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietorship, a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Electronic Filing - Refund Transfers

We offer Refund Transfer Bank Products. You may choose between check or have your refund direct deposited to your bank. Call our office for details!

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.


Send Us a Message

We would love to hear from you!

561-747-5431 map@cpa1931.com

Get clarity on your tax and accounting situation