Services

Our Services

In-depth descriptions of our business, individual, and tax offerings.

Tax Management Services

We provide comprehensive tax planning and preparation for individuals and business entities. Our strategies focus on minimizing your tax liabilities, optimizing cash flow and achieving your financial goals under current and evolving tax legislation.

We also help you decipher receipts, notices, bills and other tax documentation.

Accounting Services

Ongoing financial support for startups and established enterprises to ensure accurate reporting and cost containment, including:

  • General ledger maintenance
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Corporate tax planning and return preparation
  • Partnership tax returns
  • Individual tax returns

IRS Representation

Professional representation and defense during federal and state tax audits. We handle tax authority inquiries, negotiations and agency correspondence directly, relieving you of the burden.

Bookkeeping / Write-up

Day-to-day transaction recording, general ledger management and record organization, so you can focus on running your business.

Entity Selection and Restructuring

Choosing the right business structure at inception — Sole Proprietorship, Partnership, LLC, S Corporation or C Corporation — is critical. As your enterprise grows, we continue to evaluate restructuring opportunities to minimize tax liabilities and operational risks.

Payroll Services

Implementation and maintenance of computerized payroll systems that facilitate automated processing, timely tax payments and filing of mandatory payroll tax returns.

QuickBooks Accounting Help and Assistance

Personal Training

One-on-one or group training at your business location.

Installation

Single-user or multi-user networked environments.

Setup

EasyStep Interview, chart of accounts, preferences, lists, customer/vendor/employee setup, banking integrations and report design.

Support

Software troubleshooting, operational guidance, and accounting and payroll support.

Review

Periodic (monthly or ad-hoc) transaction reviews, account reconciliations, corrections and adjustments so your financial statements are reliable.

Service Request

Tell us how we can help

Complete the form and your request will be addressed to Susanna C. Jessup, CPA. Prefer to talk? Call (302) 475-8480.

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