Tax & Bookkeeping Services

Tax Services

Whether your tax needs are simple or complex, personal or business, our firm can help. We are experienced and knowledgeable in not only the ins and outs of tax laws, but in the various interpretations of those laws. We strive to keep up-to-date through continuing education about new developments. Our tax services include the following:

Return Preparations - Our tax personnel can assist with the preparation of returns for businesses and individuals to meet their tax filing requirements each year. We can also prepare other entities including estates and partnerships. Returns are computerized for speed, accuracy and yearly repetition, and our internal system of processing returns will assure timeliness and efficiency.

Personal Tax Planning and Assistance - They say the only things in life you can’t avoid are death and taxes. So while you can’t avoid TAXES, you can make them easier to confront with a financial professional from our team. Our tax professionals are well versed in tax issues, and they can help you improve your existing or future tax position.

Business Tax Planning and Assistance - Every business decision you make carries with it a tax implication, and our tax professionals are there to allow you to concentrate on growing your business while we discern the myriad of tax rules and regulations that face today’s business owners. We can help with organizational planning, as well as address your asset purchasing and selling.

Solutions to Bookkeeping Affairs

Accurate record-keeping is essential to a successful business yet, can also be complicated and time consuming. We recognize that our clients are focused on growing their medical practices and need help to solve and ensure everyday bookkeeping issues are correctly handled in a practical manner, so we offer several different bookkeeping solutions to meet that need. We provide quality bookkeeping services on a monthly, quarterly or annual basis. With a Certified QuickBooks Pro Advisor on staff, our clients have immediate access to technical support as well as training. Our services include the following:

  • QuickBooks bookkeeping system set-up for new users
  • QuickBooks conversion of existing businesses
  • QuickBooks Personal Training
  • Financial Analysis
  • Financial Statement Preparation
  • Payroll Processing
  • Quarterly Payroll Tax Reports and W-2s
  • Bank Reconciliation
  • Sales Tax
  • Depreciation Schedules

Our clients turn to us when they need quality service in a timely fashion. We are confident that we understand our clients' business well enough to help them make sound financial decisions while offering them all the tools they need to manage their business better.

Contact us and we can discuss your needs and determine the best solution for you or your business.


Advisory Services Network, LLC does not provide tax advice.