Services Offered

 Our financial statement preparation is a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations. 

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, Proficient Tax & Bookkeeping LLC can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. Each reporting period (monthly or quarterly) we will…

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Proficient Tax & Bookkeeping is well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. When paying employees, complex laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.

Small business owners spend approximately eight hours a month performing payroll functions. This is nonproductive time that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers. Those ‘things’ that generate income for your business!

We offer several payroll solutions to meet your business’s needs and enable you to spend time doing what you do best-running your company.

 Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple tax return return can be confusing. It is too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there is no substitute for the assistance of an experienced tax professional. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. 

 A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.