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.