Expert Tax and Financial Services in Willoughby
Helping Individuals and Small Businesses Achieve Financial Success
We make the complex simple
Let us prepare your personal Form 1040, partnership Form 1065, S-Corp Form 1120S, or C-Corp Form 1120 income tax returns.
Maximize your financial potential with our expert tax planning services. We navigate complexities, optimize deductions, and ensure compliance for a secure and prosperous financial future.
Featured Services
Small Business Financial Advisor
We'll help you determine the best legal structure for tax purposes and begin planning your taxes before you're up and running.
Bookkeeping Services
We will help you streamline your business' finances with our detailed and in-depth bookkeeping services, keeping you up-to-date and compliant.
Accounting Services
We are here to help you succeed. From summarizing statements to strategizing your finances, we can do it all.
Our Services
Accounting Services We Offer
Business Startup
We'll register your business name with the Secretary of State and help you apply for your Federal Employer Identification Number and State Tax IDs. We will also register your company with FINCEN and file the required BOI report.
Bookkeeping
We are Certified QuickBooks Online ProAdvisors. You'll receive a discount if you choose us to set up your QuickBooks Online account. We can reconcile your bank and other general ledger subsidiary accounts, and we can train your staff to do it for you.
Interested in trying QuickBooks on your own?
Financial Reporting
We'll prepare your financial management statements:
- Profit and Loss
- Balance Sheet
- Statement of Cash Flow
- We can also prepare custom reports on an as-needed basis.
Accounting & Advisory
We are here to help you succeed in your business. We can summarize, interpret, and analyze your financial statements. We'll help you strategize on an ongoing monthly, quarterly, semi-annual, or annual basis.
Payroll Setup
Need assistance with your payroll? We can help you set up your payroll with Quickbooks Online Payroll.
Reliable Solutions for Your Accounting Needs
Small Business Financial Advisor
Expert advice to optimize financial situations.
Tax Specialist
Accurate and timely tax preparation for businesses and individuals.
Small Business Bookkeeping
Reliable bookkeeping for your business' needs.
Accounting Services
Comprehensive accounting services tailored to your specific needs.
Our financial professionals will handle your entire tax portfolio, including business and personal accounts.
Testimonials
What Our Clients Say
"The best, very honest, good service and very reasonable when charging. I recommend it to anyone looking for a professional tax preparer."
- Sol
"I had a great experience! It was very professional and the tax consultant did an awesome job with my situation. She was very informative and I appreciate the time she took to help me with my taxes."
- Adrienne A.
"I absolutely love this company I have used their services for my taxes for years never a disappointment very friendly and efficient! Services were 100% remote. I live in NY and it was so easy and fast!"
- Akira R.
Tax Return Packages
Starting at $120
Basic Package
For Individuals with W2 Income
Federal Form 1040
Starts at $120*
State Return
Starts at $60
City Return
Flat fee $40
E-File
Flat fee $20 (No E-File Fee for NY)
Direct Deposit
Starting at $200
Rental Property Package
Federal Form 1040
Starts at $120*
Schedule E $80 Per Property
State Return
Starts at $60
City Return
Flat fee $40
E-File
Flat fee $20 (No E-File Fee for NY)
Direct Deposit
Starting at $220
Sole Proprietor Package
For Self Employed/Gig Workers
Federal Form 1040
Starts at $120*
Schedule C $100 Per Business
State Return
Starts at $60
City Return
Flat fee $40
E-File
Flat fee $20 (no E-File Fee for NY)
Direct Deposit
Starting at $300
Non-Profit Package
Federal Form 990*
or
Federal Form 990EZ*
State Return
City Return
E-File
Flat fee $20 (No E-File Fee for NY)
Starting at $600
Business Owners Package
Partnerships, Multi-Member LLCs
Federal Form 1065*
K-1s Issued To Partners
State Return
City Return
E-File
Flat fee $20 (No E-File Fee for NY)
Starting at $700
Corporation Package
S-Corps and C-Corps
Federal Form 1120S*
or
Federal Form 1120*
State Return
City Return
E-File
Flat fee $20 (no E-File Fee for NY)
We do not offer income tax preparation services in the following states: California, Connecticut, Hawaii, Illinois, Iowa, Maryland, Nevada, and Oregon.
*Additional forms and schedules will result in higher fees.
Short on Cash?
We partnered with Republic Bank to offer you the ability to pay your tax preparation fees when you get your refund. Ask about requesting a Bank Product for more information.
*Additional fees apply. Available until Feb. 28th.
