At Accounting + Insurance, we provide a full range of accounting, tax, and financial services designed to help businesses and individuals achieve financial success. Whether you need bookkeeping, tax preparation, business consulting, or payroll management, our experienced team is here to support you with accurate, efficient, and reliable solutions. From startup guidance to strategic financial planning, we tailor our services to meet your specific needs, ensuring compliance and maximizing profitability.Explore our comprehensive accounting services below and let us help you stay financially strong and organized!
At Accounting + Insurance, we provide expert Personal Income Tax Return services to ensure your taxes are filed accurately and efficiently. With over 20 years of experience in accounting and tax services, our professional team offers trusted guidance and exceptional representation—even in front of the IRS. Whether you're a resident, non-resident, or foreign partner, we help you navigate tax complexities with confidence. Our expertise in income tax, public and private accounting makes us one of the most reliable and trusted firms in the market.
Our Tax Services Include:
- Resident & Non-Resident Tax Filing
- Foreign Partner Tax Services
- ITIN Procurement Assistance
- Self-Employed & Freelance Tax Preparation
- Rental Property & Investment Income Tax Reporting
- Multi-State Tax Filing & Compliance
- Tax Credits & Deductions Optimization
- Amended Tax Returns & Prior Year Filings
- IRS Audit Representation & Resolution
- Estate & Trust Tax Returns
- Tax Planning & Strategy for Individuals
Let us handle your taxes with precision and expertise—so you can focus on what matters most!
At Accounting + Insurance, we provide comprehensive Business Income Tax Return services tailored for companies of all sizes. Our expert team ensures your business stays compliant while maximizing deductions. We offer a full suite of financial services, including payroll, sales tax, bookkeeping, and corporate tax preparation, so you can focus on growing your business with confidence.
Our Business Tax Services Include:
- Domestic & Foreign Business Tax Filing
- Not-for-Profit Organization Tax Services
- Corporate & Partnership Tax Returns
- Small Business & Self-Employed Tax Filing
- Quarterly & Annual Tax Preparation
- Multi-State Tax Compliance & Filing
- Tax Planning & Strategy for Businesses
- IRS Representation & Audit Support
- Payroll & Employment Tax Services
- Sales & Use Tax Reporting
Let us handle your business taxes with accuracy and expertise—so you can focus on success!
Keep your business finances organized and set yourself up for success with professional bookkeeping services from Accounting + Insurance. Accurate bookkeeping is essential for making informed business decisions, maximizing profitability, and ensuring financial stability. Our expert team delivers detailed monthly financial statements, helping you stay on top of your business performance and communicate effectively with bankers, lawyers, and other financial professionals. With our support, you’ll gain clarity on which products or services generate the most profit—so your company can always stay ahead.
Our Bookkeeping Services Include:
- Financial Statement Preparation & Compilation
- Monthly, Quarterly, and Annual Bookkeeping Services
- IRS Support & Compliance Assistance
- QuickBooks Consulting & Training
- Accounts Payable & Receivable Management
- Bank & Credit Card Reconciliation
- Payroll Processing & Reporting
- Expense Tracking & Budgeting
- Cash Flow Management & Forecasting
Let us handle your bookkeeping with accuracy and efficiency—so you can focus on growing your business!
Whether you're launching a new business, establishing a non-profit organization, or facing management challenges, our expert consulting services can guide you toward success. At Accounting + Insurance, we provide strategic financial planning, investment guidance, and business advisory services to help you make informed decisions and build long-term wealth. From optimizing your business structure to growing your personal net worth, we tailor our consulting services to meet your unique goals.
Our Consulting Services Include:
- Business Formation & Entity Selection
- Non-Profit Organization Setup & Compliance
- Financial Planning & Wealth Management
- Investment & Risk Management Strategies
- Business Process Improvement & Efficiency Consulting
- Tax Strategy & Planning for Individuals & Businesses
- Budgeting & Cash Flow Management
- Succession Planning & Exit Strategies
Let us help you build a stronger financial future—contact us today for expert consulting!
Managing payroll and human resources is essential for keeping your business compliant and your employees satisfied. At Accounting + Insurance, we provide accurate payroll processing, tax compliance, and HR support to help you attract and retain top talent while ensuring smooth business operations. From payroll tax filings to employee benefits administration, our team will guide you through the best solutions tailored to your company’s needs and budget. Let us help you create a streamlined payroll system and a strong HR foundation so you can focus on growing your business with confidence.
Our Payroll & HR Services Include:
- Payroll Processing & Tax Filings
- Direct Deposit & Payroll Reporting
- Employee Benefits Administration
- Workers’ Compensation & Compliance Assistance
- HR Consulting & Policy Development
- New Hire Reporting & Employee Onboarding
- Time Tracking & PTO Management
- W-2 & 1099 Preparation
Let us handle your payroll and HR needs—so you can focus on building a thriving team!
Ensure the integrity and accuracy of your financial records with professional audit services from Accounting + Insurance. Whether you need an independent review for compliance, internal audits to strengthen financial controls, or forensic audits to detect fraud, our expert team provides thorough and objective assessments to safeguard your business. We help you meet regulatory requirements, improve financial transparency, and mitigate risks—so you can focus on running your business with confidence.
Our Audit Services Include:
- Financial Statement Audits & Reviews
- Internal Audits & Risk Assessments
- Compliance & Regulatory Audits
- Forensic Audits & Fraud Investigations
- IRS & Tax Audit Representation
- Operational & Performance Audits
- Non-Profit & Government Audits
Let us help you ensure financial accuracy and compliance—so your business stays secure and well-prepared!
Very friendly and professional. I was very happy with the services provided and will keep coming back. they also took the time to answer all my questions and put my mind at ease. Thank you!
Highly recommended accounting and insurance company, very professional, focused always to the customer needs, great help with advise in taxes, prompt response to any request, small and big companies treated as equals
Ivette and her team is been my accounting for the last 20 years and every year is better and better she never stop leaning. Call her today for your taxes and insurance needs. Don’t wait until last minute, but even at tge last min she will take care you.
Excellent professional services, keep always all the accounting reports on time and no complains from the superior authority.
Super organized, honest , professional and friendly. Highly recomended
