Business Details
Trusted Accounting & Tax Services in Wayland, NY
Our firm provides comprehensive accounting and tax services rooted in professionalism, responsiveness, and quality. With decades of combined experience, we specialize in small business accounting, payroll, tax planning, and IRS representation, serving clients across industries including construction, healthcare, and real estate. Our team stays current with evolving tax laws and leverages state-of-the-art technology to deliver accurate, personalized solutions.We prioritize year-round client support, offering strategic guidance to help individuals and businesses achieve financial stability. Our expertise in QuickBooks setup and training ensures clients maintain efficient accounting systems. We approach every engagement with transparency, ethical standards, and a commitment to simplifying complex financial matters.
Services
Tax Preparation
Payroll Services
QuickBooks Support
IRS Representation
Bookkeeping
Business Structure Consulting
Tax Planning
Non-Profit Accounting
Highlights and features
- We offer 20+ years of CPA expertise in tax and business consulting.
- Our team provides personalized IRS representation and audit support.
- We specialize in QuickBooks setup, training, and optimization for small businesses.
- Our strategic planning ensures compliance with evolving tax regulations.
- We deliver year-round financial guidance, not just seasonal tax preparation.
Services
Tax Preparation
We prepare individual and business tax returns with precision, maximizing deductions while ensuring compliance. Our expertise covers complex scenarios including self-employment income, multi-state filings, and corporate tax structures. Clients receive proactive guidance to minimize liabilities and avoid penalties through year-round tax strategy consultations.
IRS Representation
Our firm advocates for clients facing IRS audits, back taxes, or collection actions. We negotiate payment plans, offers in compromise, and penalty abatements while handling all communications. With deep knowledge of IRS procedures, we resolve issues like wage garnishments and tax liens to restore financial stability for individuals and businesses.
QuickBooks Support
We optimize QuickBooks for small businesses through customized setup, data migration, and workflow integration. Training sessions ensure clients master features like invoicing, payroll, and financial reporting. Our team performs system tune-ups to fix errors and implements best practices for accurate bookkeeping and real-time financial tracking.
Payroll Services
We manage payroll processing including tax withholding calculations, direct deposits, and regulatory filings. Our services ensure compliance with federal, state, and local labor laws while handling year-end W-2 and 1099 reporting. Clients receive secure online portals for employee self-service and real-time payroll analytics to control labor costs.
Business Consulting
We advise on business structure selection, succession planning, and financial strategy. Our consultants develop cash flow projections, budgeting frameworks, and growth strategies tailored to industry-specific challenges. From startup formation to exit planning, we provide actionable insights to enhance profitability and long-term sustainability for small to mid-sized enterprises.
People
Kimberly Lattimer
CPA
Kimberly Lattimer is a licensed Certified Public Accountant with extensive experience in tax strategy and business consulting. She specializes in IRS compliance, QuickBooks optimization, and financial planning for small businesses across diverse industries including healthcare, construction, and professional services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and QuickBooks support tailored to small business needs.
Can you help with IRS tax debt resolution?
Yes, we specialize in IRS representation including payment plans, offers in compromise, and penalty abatement solutions.
Do you offer tax planning services throughout the year?
We provide year-round tax planning to help individuals and businesses minimize liabilities and optimize financial strategies.
What industries do you specialize in?
We serve construction firms, healthcare providers, law practices, real estate companies, and other small to mid-sized businesses.
How can I securely send documents to your firm?
Use our SecureSend portal to transmit sensitive financial documents directly to our team members.
Do you offer QuickBooks training for business owners?
Yes, we provide customized QuickBooks training to help clients master accounting software features and workflows.
