“Jen has diligently served our financial planning clients with her tax preparation and accounting expertise. We get only rave reviews about Jen."

Dan Kramer
Managing Director
Kramer Financial Group, LLC

Federal, State, Multi-State, and Local Tax Returns are prepared in a timely and cost-effective manner. Projections and estimates will be adjusted for current year taxes to ensure that you are penalty-proof. Throughout the year I will respond to any questions/notices that you may have. Recommendations for tax planning and reducing future tax liabilities will also be suggested.

General Journal and Subsidiary Ledgers will be maintained. Cash accounts and bank statements will be reconciled on a monthly basis. Accounts Receivables and Payables will be tracked and analyzed. Accounts are consistently updated through QuickBooks. Balance Sheets, Income Statements, and Corporate Returns are prepared. Quarterly Payroll Returns, W-2s, and 1099s will be filed on your behalf.