TAX PREPARATION & PLANNING
We provide tax preparation services for individuals, corporations, non-profits, partnerships, trusts, and estates. Our services also include multi-state returns and amendments.
MONTHLY ACCOUNTING SERVICES
We tailor a monthly accounting service package based on your assessed needs by our qualified professionals. Ongoing support is provided through training and consulting. Our trained professionals will help you decide on which software program best meets your needs.
Streamline your accounting functions while sharing your data securely with your team and accountant.
WE ARE NOW QUICKBOOKS RESELLERS
Our staff can help you choose the best Intuit software to meet the needs of your growing business. Our ProAdvisors can help you choose QuickBooks, Point of Sale, Payroll Solutions and Payment Solutions.
Our payroll specialists offer full-service payroll including setup, compliance, quarterly and annual payroll tax returns. Assisted payroll services also available.
Finding a personal Financial Consultant who is dedicated to doing what's right for you is a top priority at Claudio and Company. With your tax return and a solid investment strategy as our guide, we will help you make the best decisions for your financial future.