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James D Jepeal Certified Public Accountant LLC

Consulting Services

  • Financial Planning for businesses and individuals

  • Business formation

  • Regulatory filings

  • Financial management

  • Valuation Services

  • Investment portfolio review and re-balancing

  • Bookkeeping and Accounting system installation and training

  • Payroll system installation and training

Tax Services

  • Individual income tax return preparation, Federal and all states.

  • Corporation, S-Corp, Partnership and Sole Proprietor entity returns

  • Fiduciary returns including trusts and estates

  • Not-for- profit entity returns

  • Tax Planning for businesses and individuals

Accounting Services

  • Full service bookkeeping , weekly, monthly or quarterly

  • Complete payroll solutions including payroll preparation, monthly, quarterly and annual payroll tax compliance and filings

  • Monthly and quarterly sales tax reporting

  • Financial statement prparation

  • QuickBooks Pro-Advisor