Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your situation, and tailor our advice to your specific needs.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. You must make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Statements
Financial statements are an important tool for management decision-making. Financial statements also represent your business to lenders, partners, potential buyers, and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Payroll Services
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed in these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Beyond Payroll
HR Services
- Large company benefits for your small business
- Benefits administration and support
- Dedicated risk and safety specialist
- Workforce planning
- Employee development strategy
Talent
- ZipRecruiter©
- Job description wizard
- Pre-employment verification
- Background check screenings
- Employee self-onboarding
- HR forms and documents
Tax Credits
Work Opportunity Tax Credit (WOTC)
Get rewarded for hiring new employees from groups that have historically faced employment barriers.
Research & Development (R&D) Tax Credit
Receive incentives for developing or improving products, processes, and technologies.
Other tax credits and incentives
Benefit from growing, relocation, training or investing in facilities.
Protecting Your Business
- Employee handbook wizard
- ADP HR HelpDesk and toolkits
- Proactive HR support team
- Employer and employee trainings
- Labor law poster compliance service
- Through ADPIA1, obtain access to business insurance such as:
- Workers’ Compensation
- Business Owners Policy (BOP)
- General Liability, Umbrella, commercial Auto
- Legal Assistance from Upnetic*
Time & Labor Management
- Time/attendance tracking, including audit and reconciliation
- Multiple data collection options
- Biometric scanners
- Scheduling
- Activity tracking
- Labor standards
- Labor forecasting/budgeting
- Labor analytics
- Payroll integration
Keeping People
- Employee assistance programs
- Discount and wellness programs
- Online trainings
- Through Automatic Data Processing Insurance Agency, Inc. (ADPIA®) obtain access to group1:
- Medical, dental, vision
- Life, disability
- Premium-only plans
- Flexible Retirement Plan Options
- Automatic Data Processing Insurance Agency, Inc (A⟨™⟩DPIA)is an affiliate of ADP, Inc. All insurance products will be offered and sold only through ADPIA, its licensed agents or its licensed insurance partners; One ADP BLVD., Roseland, NJ 07068. CA license #0D04044. Licensed in 50 states. Certain services may not be available in all states or with all carriers. Some carriers may charge an additional fee for services. This information is not intended as tax or legal advice. If you have any questions, contact a tax or legal professional.
* Legal services are provided by Upnetic Legal Services, a third-party provider.
ZipRecruiter is a registered trademark of ZipRecruiter, Inc. All other trademarks and service marks are the property of their respective owners.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.
Tax Resolution Services
Injured Spouse Relief
You may qualify for Injured Spouse Relief if the IRS uses the refund from your joint return to offset certain past-due debts that are the sole responsibility of your spouse or former spouse, such as taxes, child support, or student loans. Injured Spouse Relief should not be confused with Innocent Spouse Relief. You may be classified as an Injured Spouse if you do not receive your portion of a refund because of your spouse’s debt, whereas Innocent Spouse Relief applies to debt for which you are technically co-responsible, but not liable because of circumstances. Whatever the cause, we can help you rectify an unfair tax liability and get you your money. Our tax experts will closely examine your case to see if you qualify for Injured Spouse Relief and/or any other IRS Relief programs.
Tax Representation and Resolution
There are many issues that can arise between taxpayers and the IRS. If you are facing an audit, lien, or wage garnishment your future and reputation are at stake and you should take immediate action. But going it alone can be a time-consuming nightmare and sometimes result in a worse outcome. Our associates are uniquely qualified to resolve your tax problems and represent your best interests before the IRS and other tax authorities.