Federal and State Filings

  • Stay on top of payroll tax payment due dates, and payroll tax form deadlines
  • Prep for annual filings: up-to-date QuickBooks file ready for your tax preparer
  • Payroll tax forms:

Incorporation Help

  • Help you to select the best type of corporate entity for your needs
  • Research legal possibilities for your company name
  • Obtain a Federal tax ID
  • Assist you to incorporate in your state


  • Using QuickBooks
  • Standard corporate documents


  • Payroll using direct deposit or printed checks
  • Prepare and file State and Federal Payroll Tax forms
  • Schedule Payroll Tax payments


  • Invoicing
  • Bill Paying
  • Bank Statement and Credit Card Statement Reconciliation
  • Monthly Profit and Loss Reports

- Quarterly Federal 941

- Quarterly State Unemployment forms

- Annual W2 and W3

- Annual Federal 140

- Annual State forms

Key Customer Benefits:

  • Free initial consultation
  • Personal account manager
  • Agreed-upon, fixed monthly bookkeeping fees - contracted in advance for ongoing monthly services based on your unique needs
  • ​Scheduled and on-demand reporting
  • ​Forecasting
  • Tax planning​