Services

Build Your Business With Accurate and Helpful Accounting Information

  • Review and compilation of financial statements
  • Study and evaluation of your internal control system
  • Consulting on business sales, mergers and acquisitions
  • Preparing budgets, cash flow projections and financing proposals
  • Preparation and assistance with accounting procedure manuals

Save Tax and Get Away From the IRS

  • Personal and Corporate tax planning
  • Federal and State Tax Returns
  • Estate and trust Planning
  • Representation before Taxing Authorities
  • Pension Plan Reporting
  • Non-Profit Organizations
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Fine Tune Your Not-For-Profit Organization

  • Assist with completion of Application to IRS for recognition of Exemption
  • Federal and Arizona Not-For-Profit Tax Returns (990,990T,99)
  • Consulting regarding unrelated business income and related tax issues
  • Preparation of required financial statements, including those required by OMB A-133 and Hud requirements
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Help You Find the Right Software

We provide assistance at your office for all editions of QuickBooks and Peachtree for Windows.
If you need assistance selecting a program, we can help you with these programs or more sophisticated packages that would better fit your needs.

Help When It Doesn't Fit the Mold

Most clients request typical tax or accounting services, however if you have specific needs required by a potential lender or a regulatory authority, this type of engagement may fit the bill.
This nontraditional engagement gives us added flexibility in meeting our clients needs. Examples include litigation support, investigative reviews, and forensic accounting.

Help You Keep What You Build and Pass It On

  • Simple trusts
  • Advice in estate planning
  • Working in conjunction with financial advisors to optimize your financial strategies.
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Free You From Detail So You Can Do What You Do Best

  • Bank Reconciliation
  • Adjusting Journal Entries
  • Electronic Payroll processing
  • Payroll reports
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Bookkeeping services provided to our existing clients include:

  • Maintaining a computerized accounting system
  • Maintaining accounts receivable and sending monthly statements
  • Preparing accounts payable checks
  • Assisting with setting up automatic payments for recurring vendors
  • Processing customer payments and making bank deposits
  • Tracking bank balances and reconciling monthly bank statements
  • Recording investment activity
  • Recording monthly journal entries
  • Preparing monthly financial statements
  • Preparing sales tax reports
  • Preparing payroll tax reports
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We also assist with compiling historical information, training staff in accounting procedures, creating spreadsheets to assist clients in tracking certain types of activities, and reviewing balances and cleaning up "messes” in accounting systems.

 

Get You Away From the Hassle of Being An Employer

  • All payroll functions for weekly, biweekly, monthly and special payrolls
  • Quarterly and year-end reports as required by IRS and state
  • W2s, 1099s
  • Direct deposit, electronic tax payments at no extra charge
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Build your Presence On the Web

We can assist you in the development of your web site or put you in touch with the right people who will get the job done.
We have several contacts in the Phoenix Metro Area to help with your electronic commerce needs, including PayPal certified developers.
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New clients are welcome

We are seeking additional clients and would like to discuss with you our approach to your particular needs. We will evaluate your current procedures and propose recommendations without cost or obligation. Our staff is constantly on the lookout for ways to help you increase profits and reduce taxes. We are always happy to discuss our fees and furnish estimates. We are tax problem solvers and can work with any state. We offer incentives to our existing clients who help us grow.