SERVICES

​

Tax Preparation:
​
As a seasoned Tax Advisor Specialist for one of the country's most recognized tax software programs, the accuracy and efficiency of our clients' financial information is our #1 priority. Our client entities include:
​
​
​
​

  • Individual

  • Corporation

  • Partnership

  • Not-for-Profit Organization

  • Payroll Tax

  • Sales & Use Tax

Bookkeeping Packages:

Well-organized financial records ensure successful daily operations of your business. We provide the following cost-effective solutions:

 

Introducing the OPT ONE Plan for our clients:

Monthly

$199/mo

​

What We Do:

  • Enter, classify, and match all transactions for all bank accounts, credit cards, and loans

  • Audit and reconcile accounts on monthly basis and make any revisions as needed

  • Accurate monthly financial statements provided by the 15th of the following month

Bi-Monthly

$399/mo

​

What We Do:

  • Enter invoices (if applicable)

  • Accounts Payable:

    • Write checks, pay bills and vendors

  • Accounts Receivable:

    • Receive all payments from clients/customers

  • Audit and reconcile accounts on monthly basis and make any revisions as needed

  • Accurate monthly financial statements provided by the 15th of the following month

Customized

Call for pricing

​

  • Best suited for companies that need services not outlined in the package options

  • Additional Add-Ons:       

    • Invoicing

    • Accounts Payable

    • Accounts Receivable

    • Job Costing

    • Payroll Processing

    • Certified Payroll

    • Sales Tax Filing

    • Additional bookkeeping