Financial Statement Preparation
Audits, Reviews, and Compilations
Payroll Tax Reporting
Full-Charge Bookkeeping, Write-up
Bookkeeping Clean-up
QuickBooks Set-up and Support
Personal and Business Tax Returns
Corporation, Partnership, LLC, LLP, Non-Profit (all states)
Estate, Gift, and Trust Returns
Divorce and Support Issues
Tax Effects of Buying/Selling a Business
Authorized IRS e-File Provider - faster refunds
Tax Planning and Entity Selection
General Bookkeeping and Accounting
Staff Training
Systems Setup
Process Flow Implementation
Prior-year or Amended Returns
IRS, State, and Local Audit Representation
Financial Planning
Estate Planning
Elder Care
"I am thankful to have Jamie as our accountant. She is organized, thorough, and handles our accounts with the utmost care. I appreciate working with someone who I can trust to manage our money."
Coleen Dorazio & Michael Mugel
"Jamie has made my life so much easier! She takes great care of our finances and I never have to worry about a thing! She is responsive, quick and thorough. She is excellent at following up on anything that might come up unexpectedly, and she has improved and streamlined our tax preparation. I trust her immensely to maintain our records and keep my information confidential."
Irene Falcone
Records help you document the deductions you've claimed on your return. You'll need this documentation should the IRS select your return for examination. Normally, tax records should be kept for three years, but some documents - such as records relating to a home purchase or sale, stock transactions, IRA and business or rental property - should be kept longer.
(714) 651-3102
A non-CPA firm