Alliance

Personal Tax

We prepare federal and state income tax returns for individuals and families, handling more than 1,000 returns each year. From straightforward filings to complex situations involving investments, real estate, multi-state income, or equity compensation, we ensure accuracy, compliance, and thoughtful tax positioning.

Business Tax

We prepare tax returns for sole proprietors, partnerships, corporations, and limited liability companies across a wide range of industries. Whether your business structure is simple or involves multiple entities and states, we provide accurate reporting while aligning tax compliance with your bookkeeping, payroll, and long-term strategy

Financial Planning and Investment Management

Every good financial decision starts with an end goal in mind. Whether your goals are centered around retirement or by achieving financial independence, we help to define and create a path to success that is unique to you. Once we create a plan unique to you, we partner with you to build lasting portfolios by drawing from our deep team of experts and institutional caliber investments. Learn More

Bookkeeping and Financials

The job of a good bookkeeper is to provide financial clarity for an owner so as to enable them to make better decisions for their business. The services we provide allow you to concentrate on what you do best. Let us take care of the paperwork. You will find that the financial statements we prepare for you on a monthly or quarterly basis will be a valuable tool in managing your business. We will help you to get organized and stay that way.

Payroll

Our payroll services include:

• Check Writing and Direct Deposit
• Payroll Tax Calculations
• Quarterly 941 Reports
• Quarterly TWC Reports
• FUTA Reports, Year End W-2s, 1099s, W-3 & 1096

Entity Formation

Let us incorporate your business. Especially in light of the recent overhaul to the U.S. Tax Code, understanding the benefits and pitfalls of incorporating or forming an LLC is more relevant than ever. We can help you navigate through the complexities and ensure you make the best decision for your business.