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Tax & Accounting Services

Tax Planning and Preparation

Federal, State, and Local Returns

  • Businesses
  • Individuals
  • Non-profit organizations
  • Trusts and estates
  • All states
  • Employee benefit plans
  • Sales & use tax
  • Property taxes
  • Payroll
Tax/Accounting Payment Portal

Tax Planning

  • Businesses
  • Individuals
  • Non-profit organizations
  • Trusts and estates
  • Charitable giving
  • Family gifting
Tax Client Portal

Tax Problem Resolution

  • Unfiled prior year tax returns
  • Amended tax return preparation
  • Tax notice resolution
  • Representation in tax matters
  • Offer in compromise

Research & Development Credits

  • R & D studies performed in association with outside experts
  • Tax credit planning and implementation

Accounting, Auditing and Bookkeeping

Accounting & Bookkeeping Services

  • Accounts payable and receivable processing
  • Adjusting and closing procedures and entries
  • Business Financial Analysis
  • Compiled and reviewed financial statement reporting
  • Controllership services
  • Personal financial statement reporting
  • QuickBooks implementation, support, and consulting
  • Special purpose financial statement reporting


  • Financial statement audits (For-profit and non-profit entities)
  • Employee benefit plan audits
  • Single audits
  • Peer Review Letter
  • Litigation support

* These services are not offered through Cetera Financial Specialists LLC and Cetera Investments Advisers LLC

Payroll Services

Payroll Services

Our firm provides a comprehensive payroll service that is customized for your specific needs - giving you flexible personalized service at competitive prices.

  • Check printing
  • Direct Deposit and Pay Cards
  • Full Tax Service Administration
  • Employee Self-Service
  • Standard and custom information reports
  • Garnishment Processing and Payment Service
  • Quarterly and Annual Report Preparation
  • HR Support Center
  • Payroll consultation

QuickBooks Consulting Services

Our QuickBooks services can be as much or as little as you desire—anything from initial set up and training to periodic phone questions; from full service accounting to a general ledger review and year end adjusting entries in preparation for your tax return.

Accurate financial information is critical to the success of your business. We can help you set up and maintain the accuracy of that information. Use our Certified QuickBooks ProAdvisors and consultants to assist you with:

  • Installation and set up
    • Evaluate your software and accounting needs
    • Install software and set up a customized chart of accounts
    • Assist with set up of vendors, customers, items and classes
  • Basic training on-site or at our office to ensure correct recording of transactions
  • On-going training as needed to more fully utilize QuickBooks capabilities
  • On-going accounting and software support
  • Special “clean-up” projects
  • Accounts Payable
  • Accounts Receivable
  • Integration with your bank and credit cards
  • Monthly financial statement preparation
  • Bank reconciliations
  • Payroll tax deposits and reporting
  • Quarter and/or year end review to assist in tax preparation and management reports
  • W-2 and 1099 forms