Two brothers. Two CPA licenses. One firm that signs off twice.

Audit & Review

The service most firms this size cannot offer you. Our audits are conducted in accordance with required auditing standards and conclude with an opinion on the fairness of your financial statements — and Roken has put that opinion to work for for-profit companies, not-for-profit organizations, and government agencies alike.

• Audits conducted in accordance with required auditing standards
• An opinion on the fairness of your financial statements
• Internal-control understanding, built into the engagement
• Evidence examination and testing
• Management-improvement findings, communicated to you

Signed by Roken Bhatt, CPA — who has audited for-profit, not-for-profit, and government organizations.

Tax Planning

Planning that happens before the year-end — not an autopsy after it. Credits and deductions are captured while they can still be captured, which is why we recommend every client sit down with us before the calendar turns.

• Planning completed before the prior year-end, so the benefits are still available
• Credits and deductions identified while there is time to act
• A recommended planning meeting for every client, every year
• Coordination across your business and personal returns

Signed by both brothers — planning is where their two specialties meet.

Tax Preparation

Nine return types, one pair of hands checking the other. Between the two of us we have prepared returns for individuals, corporations, partnerships, exempt organizations, and fiduciaries — the full range below, prepared and reviewed before anything is filed.

Signed by Roken Bhatt, CPA — returns across every type above are his career’s core work.

Bookkeeping

Books that are current every month — not rebuilt every April. Ronek’s side of the firm keeps your income, expenses, and statements in order all year, so tax season starts from records that already agree.

• Tracking of all income and expenses
• Preparation of financial statements
• Bank reconciliations
• Payroll services
• Accounts payable services
• Preparation and filing of quarterly tax returns
• Preparation and filing of sales tax returns
• Business and corporation tax planning and preparation

Signed by Ronek Bhatt, CPA — small-business bookkeeping is his specialty.

Payroll

Payroll that simply happens — checks and direct deposits out, taxes and forms filed, reports you can read. Hand us the hours; we handle the deadlines.

• Payroll checks and direct deposit payments
• Filing payroll taxes
• Filing W-2, W-3, and 1099 forms
• Required new hire reports
• Detailed payroll reports

Signed by Ronek Bhatt, CPA — payroll processing is core to his practice.

Compilation & Statements

When a bank, lender, or board needs statements in proper form, we prepare them from your information: balance sheet, income statement, and statement of cash flows — yearly, quarterly, monthly, or comparative.

• Balance sheet, income statement, and statement of cash flows
• Prepared from management-provided information
• Compilations required by banks and lenders
• Yearly, quarterly, monthly, or comparative basis

Signed by Ronek Bhatt, CPA — statement preparation runs through his desk.

Consultation

Straight answers from a CPA, on everything from a general tax-planning question to hands-on technical help — including QuickBooks and payroll training, one on one, at your pace.

• General tax-planning help, in plain language
• QuickBooks training and troubleshooting
• Payroll training for your team
• Entity and transaction questions, answered by a partner

Signed by both brothers — you consult with a partner, never a queue.