Our Services
Taxation
Enrolled Agents have the ability to assist with any tax scenerio that you could be facing. Contact us or head over to the Q & A section for more information on the services below.
- Business Prep & Filing
- Individual Prep & Filing
- Audit Representation
- Program Applications
- W-4 Preparation
- Healthcare Applications
- IRS & State Responses
- Tax Planning
- Free Prior Year Review
- Prior Year Amendments
Bookkeeping
Anyone who has a business or is getting paid on a 1099 should be keeping records of their business income and expenses. Our bookkeeping services will get it set up and handle it for you. Contact us or head over to the Q & A section for more information on the services below.
- Setting Up Quickbooks Online
- Reconciling Bank Accounts
- Proper Recordings
- Reconciling Credit Cards
- Calculating Depreciation
- Cash Flow Statements
ThinkOrSwim Coding
We are well versed in ThinkScript and offer both pre-made and custom codes for the ThinkOrSwim software. Check out our code store for all of our tested and approved tools. If you are in need of a custom script, please contact us to get started.
Consulting
Sometimes you might desire to do the hard work yourself but just need a little bit of guidance on how to get there. We can help save you time by educating you on the topic and answering the many questions you're sure to have. Contact us today to get started.
- Federal & Local Taxation
- Microsoft Excel
- Investment Strategies
- ThinkOrSwim Coding
