We work with hundreds of small business owners to help answer the difficult questions that face their businesses every day. As your accounting and tax advisor, our goal is to equip you with the tools and support you need to make well-informed decisions that position your business for success. We can show you the steps to take when starting a business including applying for an EIN, filing initial business privilege tax, and setting up payroll tax accounts. We are ready to listen and give feedback on any of your financial questions, whether they seem large or small. We apply real-world experience to our consulting services and we understand the challenges that small businesses deal with every day.

• Forming an LLC
• Changes in ownership
• Dividends, distributions, and owner compensation
• S Corporation Election
• Purchasing a business
• Working in other states
• Purchase of equipment or building
• Employee benefits and retirement plans
• Buy-sell agreements
• Whatever is on your mind

We make payroll easy. While you focus on running your business, we handle the entire payroll process from onboarding new hires to direct deposit to payroll tax returns and W-2’s. We set up withholdings and we process tax payments so that you don’t have to worry about it. We pay special attention to helping business owners adjust their withholdings according to their changing financial situation. Because we are a local team, we respond quickly and efficiently to all questions and payroll adjustments.

• Direct deposit
• Electronic tax payments
• Paper checks and stubs
• Payroll tax returns including Form 941 and state forms
• Form W-2 & 1099

QuickBooks can be a helpful tool for many small businesses to track their income and expenses with less effort. Turn to one of our QB ProAdvisors for assistance at every level. We can help with recording unusual transactions, and we can do quarterly check-ups to ensure you stay on track. Count on us to record year-end adjustments like depreciation, mileage, and home office claims properly. Whether you just have few questions or you are wondering whether to get a fresh file and start over, we know how to get things untangled when your books just aren’t adding up anymore.

• Bank and credit card reconciliations
• Recording new loans and correcting loan balances
• Payroll and sales tax liabilities
• Recording owner compensation, loans, and contributions
• Cleanup of reconciliation
discrepancies and duplicate transactions
• Vendor balances and item setup
• Undeposited funds corrections
• Properly record refunds, write-offs, and overpayments