The Integrated Financial Services

Bookkeeping Services

Accurate financial records are essential to making informed decisions and maintaining compliance. Our bookkeeping services provide complete, organized, and timely financial data so you always have a clear understanding of your business’s financial position.

Our bookkeeping services include:

• Transaction Recording & Classification – Precise recording of income, expenses, and journal entries to ensure clean, compliant books.
• Bank & Credit Card Reconciliation – Monthly reconciliation to verify account accuracy and identify discrepancies before they become problems.
• Accounts Payable & Receivable Management – Tracking of vendor bills, customer invoices, and collections to support healthy cash flow.
• General Ledger Maintenance – Continuous upkeep of ledgers for reliable, audit-ready financial data.
• Payroll Posting & Adjustments – Recording payroll expenses, tax liabilities, and employer contributions accurately.
• Financial Reporting – Monthly, quarterly, or annual financial statements, including income statements, balance sheets, and cash flow reports.
• Custom Reports & Analysis – Tailored financial reports to support budgeting, forecasting, and strategic planning.

Why choose our bookkeeping services?

• Accurate, timely, and compliant financial records
• Reduced risk of costly errors or penalties
• Organized records for tax preparation and audits
• Improved cash flow visibility and financial control
• Scalable solutions for growing businesses

Payroll Services

Managing payroll requires accuracy, attention to detail, and full compliance with federal and state regulations. Our payroll services ensure your employees are paid correctly and on time, while minimizing administrative burden and compliance risks.

Our payroll services include:

• Payroll Processing – Accurate calculation of wages, salaries, overtime, bonuses, and commissions for each pay period.
• Payroll Tax Withholding & Filing – Calculation, reporting, and remittance of federal, state, and local payroll taxes.
• Employee Onboarding & Setup – Entering employee information, tax forms, and pay rates into payroll systems.
• Direct Deposit & Check Processing – Secure electronic payments or printed payroll checks based on employee preference.
• Wage Garnishment Administration – Management and remittance of required garnishments or deductions.
• Time & Attendance Integration – Importing approved hours from time-tracking tools for accurate payroll runs.
• Year-End Reporting – Preparation and filing of W-2s, 1099s, and employer tax summaries.
• Employer Portal Access – Secure online access to payroll reports and employee records.
• Employee Self-Service – Employees can access pay stubs, tax documents, and personal information through a secure portal.

Benefits of our payroll services:

• Accuracy and compliance with federal, state, and local regulations
• On-time and seamless payroll for improved employee satisfaction
• Reduced administrative workload for HR and management
• Minimized risk of tax penalties and costly errors
• Scalable solutions for businesses of any size

Tax Return Preparation & Filing Services

Navigating tax requirements can be complex and time-consuming. Our firm provides comprehensive tax preparation and filing services designed to ensure full compliance while maximizing available credits and deductions.

We prepare and file tax returns for:

• Individual income tax (Federal & State)
• Business and corporate income tax filings
• Sales and use tax returns
• Property and personal property tax filings
• Back taxes and prior-year returns

Our tax services include:

• Complete tax preparation and review – Thorough analysis of your financial records to ensure accurate reporting.
• Tax planning and advisory guidance – Strategies to minimize liability and avoid future penalties.
• Credit and deduction optimization – Identification of eligible credits, deductions, and expense treatment.
• Electronic filing – For faster processing and refunds.
• Tax notice and audit support – Assistance with responding to tax authorities and resolving issues.
• Amended tax returns – Corrections for previous errors or missed deductions.
• Payment plan and resolution support – Guidance for taxpayers who owe back taxes or require installment arrangements.

Business & Tax Consultation Services

Achieving financial stability and business growth requires informed decision-making. Our consultation services provide expert guidance tailored to your organization’s unique needs.

Our consultation services include:

• Business Formation & Entity Selection – Guidance on choosing the most advantageous structure (LLC, S-Corp, C-Corp, Partnership, Nonprofit).
• Tax Strategy & Planning – Proactive planning to reduce tax liabilities and take advantage of available credits.
• Financial Analysis & Advisory – Insight into cash flow, profitability, budgeting, and key performance indicators.
• Compliance & Regulatory Guidance – Meeting federal, state, and local tax requirements to minimize risk.
• Business Process Review – Assessment of accounting systems, internal controls, and financial workflow efficiency.
• Investment & Growth Planning – Consultation on financing, expansion strategies, and long-term goals.
• Succession & Exit Planning – Strategies for transfers of ownership and retirement planning.
• IRS & State Tax Resolution – Professional guidance to address tax notices, audits, and payment plans.

Retirement Planning Services

A successful retirement requires strategic planning, disciplined saving, and informed financial decisions.

Our retirement planning services include:

• Retirement Strategy Development – Personalized planning based on age, goals, risk tolerance, and cash flow needs.
• Tax-Advantaged Retirement Accounts – Assistance with managing IRAs, Roth IRAs, 401(k)s, and pension options.
• Investment Allocation Guidance – Recommendations for diversified investment strategies.
• Contribution and Savings Planning – Analysis of current savings and guidance on maximizing contributions.
• Retirement Income Forecasting – Projections for Social Security benefits and withdrawal strategies.
• Risk Management & Asset Protection – Planning for long-term care and unexpected disruptions.
• Distribution & Withdrawal Strategies – Structuring tax-efficient withdrawals to prolong savings.
• Business Owner Exit & Transition Planning – Support for succession planning and maximizing business value.

Investment Planning Services

Effective investment planning is essential to growing wealth, achieving financial goals, and securing long-term financial stability.

Our investment planning services include:

• Financial Goal Assessment – Evaluation of objectives to align investments with life and business goals.
• Portfolio Design & Diversification – Creation of diversified portfolios across asset classes and geographies.
• Risk Management & Asset Allocation – Strategies to optimize returns while minimizing market volatility.
• Retirement & Education Funding Planning – Guidance for building savings for major life milestones.
• Tax-Efficient Investment Strategies – Structuring investments to minimize tax liabilities.
• Portfolio Monitoring & Rebalancing – Continuous review and adjustment of portfolios to respond to market changes.
• Investment Advisory & Reporting – Transparent reporting and personalized recommendations.