Services we Offer
Tax Planning & Reporting
By constantly updating and maintaining its level of knowledge on the latest tax laws, Carmen & Pearl has consistently and effectively helped clients minimize their tax liability.
Business Management (CFO)
Provide full service bookkeeping, including, but not limited to bill paying, check deposits, etc,
Compilation & Review
Depending on the clients needs and/or requests, we prepare detailed financial statements including, but not limited to Balance Sheets, Income Statements, and Cash Flows.
Monthly & Quarterly Accounting Services
Based on client needs, we perform accounting services including general ledger write-ups, payroll taxes, sales taxes, and more.
Trusts & Estates
We assist clients in planning for the future with professional advice on estate planning, gift taxes, and estate tax preparation
Bookkeeping
We maintain the books and records for many of our clients. Coding transactions and data entry enable us to maintain monthly, quarterly or annual general ledger reporting as required by the client.
Management Advisory Services
We work with clients on matters of financial planning, forecasts & projections, business acquisitions, as well as help in dealing with banking negotiations.
Pension & Insurance Planning
Recognizing the importance of saving for the future, we advise clients on the installation and maintenance of various pension plans, as well as assisting with life, health and business insurance.
Experience & Professionalism
With a combined accounting and tax experience of more than 70 years, we bring a wealth of knowledge to each of our clients. As required by law, we maintain our professional proficiency and licenses through extensive continuing education.