Our Services
Our primary services include accounting, incme tax, and financial services. We also provide a wide range of professional services, including:

Accounting & Auditing

We perform accounting services, such as compilation, review, and audit of financial statements. We also provide support for management in the preparation of internal financial statements.

Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.Tax preparation services are offered for: individuals, Corporations, Partnerships, LLC, S-Corps, Estates & trusts, Gift Tax, and Tax-Exempts.

Consulting Services
In addition to tax consultation services (see tax planning below), business planning and consultation services are offered to fit the specific needs of business clients. For example, if you want to start a business, you'll want to know what business formation is best for you. Should it be a sole proprietorship, corporation, partnership or S-Corp? Each business formation has significant advantages and disadvantages for its owners and/or shareholders.

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation.
Our Firm also offers a complete range of services, including receivables, payables, and payroll management. We prepare financial statements for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
 

 
 
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Copyright 2004 Mary M. Tu CPA., All Rights Reserved.