Tax & Accounting

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
Business valuation

Auditing

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

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

Client Login

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