We prepare federal, state and local income tax returns, as appropriate, for individuals, corporations (Both C and S corporations), limited liability companies and partnerships, general partnerships, sole proprietors, trusts, estates and non-profit entities.
Federal and Pennsylvania e-filing are available at no cost.
We are able to file all state income tax returns in all states that have an income tax return.
We provide tax planning services for all individuals to assist in the minimization of estate, income or other taxes. This can also involve analyzing employee benefit plans (pension, profit sharing, 401-k, 403-b or other plans), employees’ health care or disability plan. General assistance can also be provided in conjunction with an estate attorney or a trust department in formulating an effective individual estate plan for your spouse, heirs and /or your favorite charitable organizations.
We provide planning services to assist business clients in minimizing federal, state and local income taxes, business privilege, mercantile, payroll and other applicable taxes. All business clients are provided, if they agree to us providing these services, yearly 4th quarter reviews to plan year end tax strategies. During these 4th quarter reviews various alternatives are provided to each client so they can make intelligent decisions concerning taxes prior to their year ending. In addition to the 4th quarter reviews, we provide additional services to assist in tax planning such as review of all fringe benefit plans, including pension, profit sharing, 401(k) or other similar plans, coordination with owners’ individual wealth accumulation plans and tax law changes planning opportunities.
ATTESTATION: AUDIT, REVIEW AND COMPILATION
We provide audit, review and compilation services to most of our business clients. An audit opinion provides the highest level of assurance to third parties, lenders, owners, and other users that the financial statements present fairly the financial position and the results of operations in accordance with accounting method used by the business. If an audit is not required or requested, a review or compilation provides a limited level of assurance to outside parties concerning the financial statements and assists management in the monitoring of its financial results.
BOOKKEEPING
We provide bookkeeping services to assist our business clients to monitor financial results and to increase the accuracy and reliability of their financial accounting system. These services range from general bookkeeping, payroll tax return preparation, accounting system setup or support, financial budgeting any other related services that clients may request.
We help business owners manage their day-to-day operations using QuickBooks, Peachtree, and Creative Solutions. Over the years, many Pittsburgh businesses have contacted us to help them get started with their accounting software, empower you to manage their bookkeeping and control their cash flow, while enabling you to work with a Pittsburgh CPA firm in an advisory capacity. Our services include:
- Standard Accounting Systems Set-up
- Custom Accounting Systems Set-up
- Technical support for QuickBooks, Peachtree, and Creative Solutions