Services

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Tax
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Accounting
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Bookkeeping
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Audit Representation
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Collection Issues
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Financial Planning
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Services

Tax: · Personal taxes
· Corporate taxes
· LLC & Partnership taxes
· Trust taxes
· Estate taxes
· Gift taxes
· Sales & Use tax
· Tangible tax
Accounting:

· Financial Statements
    Generally Accepted Accounting Principles     (GAAP)
    Tax basis
    Compilations
     Reviews

Bookkeeping: · Income & Expense tracking
· Bank reconciliation
· Credit card expense tracking
· Monitor profitability
· Onsite bookkeeping
· Customized reporting for management   decisions
· Job costing
Audit Representation: · Corporate Federal tax
· Corporate State income tax
· State sales & use tax
· Personal Federal tax
· Personal State tax
· Workers compensation
· Department of Labor & Training audits
· Insurance liability audits
· Payroll tax audits

Collection Issues:

· IRS – Income tax (Personal & Corp.)
· IRS – Payroll tax
· State – Sales & Use tax
· State – Labor & Training tax
· Offer in compromise
· Installment payment agreements

Financial Planning: · Statements of net worth
· Retirement needs analysis
· Asset allocation
· Rebalancing retirement planning
· Optimizing risk & reward
· Budgeting
· Debt free planning
· Projected value at retirement

 

1119 Reservoir Ave. Cranston, RI. 02910 ph. 401.942.6900 fax. 401.942.0167