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Accounting Documents

Audit Services for CPA Tax Filing

Services 

  • Cleanup Books for the Year

  • Resolve and Conclude Open Items

  • CC Posting Review

  • Balance Sheet Reconciliation with Documentation

  • Filing of 1099, W-2 as required

  • Profit & Loss Review and Conclude for the Year

We provide both online and in-person options for our clients’ convenience. For those seeking personalized service, our professional staff provides a face-to-face experience in one of our local offices or via remote video conference. For those who prefer an automated experience, we offer easy-to-use online tools such as our free Mobile App for Android and iOS devices or through our secure web portal for desktop users. This allows clients to quickly upload documents directly from their smartphones or computers into our secure system. As soon as we receive everything we need from you, our CPAs begin working on preparing your taxes right away—saving you valuable time!

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We strive to make the process of filing taxes simpler, faster and more cost efficient than ever before. Our reliable technology helps protect clients against errors by ensuring accuracy in every calculation. Additionally, we guarantee fast turnarounds so that you will have your refund money as soon as possible – usually within 21 days!

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Our commitment to excellence continues after tax season ends; throughout the year, we offer ongoing support services including year-round tax planning tips delivered through email newsletters and seasonal webinars designed to keep you informed about any changes in tax laws or legislation related to your specific situation.  Our knowledgeable staff is always here when you need us—so give us a call today to find out how Tax Preparation can help simplify your life!

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