Our Services

Services and Technology to Enable Your Accountancy Practice Become Future Firm


  • Purchase Invoices
  • Sales Invoices
  • Bank Reconciliation
  • Aged Payable and Receivables Review
  • General Ledger Review


  • Payroll Run- Weekly/ Fortnightly/ Monthly
  • Weekly or monthly job progress reports
  • Check stubs or pay stubs sent to the client
  • Payroll returns (Form 941 and NYS-45) filed electronically or manually

Management Reporting

  • Daily/ Weekly/ Monthly Dashboards
  • Monthly/ Quarterly Management Accounts
  • Business Analytics

Sales and Use Tax

  • Sales tax administration
  • Preparation and filing of tax returns
  • Transfer of tax obligations
  • Reduction in processing costs and potential errors
  • Electronic administration of exemption certificates
  • Maintenance of audit trails
  • Responses to audit requests

Year End Accounts

  • Bookkeeping Review
  • Rectifications
  • Year End Adjustments
  • Year End Accounts Production

Business and Income Tax

  • Preparation of Individual Income Tax Returns (1040)
  • Preparation of Income Tax Returns of Fiduciaries (1041)
  • Preparation of Income Tax Returns of Non-profit Organizations (990)
  • Preparation of Income Tax Returns of Partnerships (1065)
  • Preparation of Income Tax Returns of C Corporations (1120)
  • Preparation of Income Tax Returns of S Corporations (1120S)
  • Preparation of Estate & Gift Tax Returns (706)
  • Preparation of IRS Forms including 433-A, 433-B, Form 433-F
  • Preparation of Payroll Returns
  • Preparation of Sales and Use Tax Returns for States
  • Preparation of Year End Reporting (1099s)