Professional Address | Private Mail Box | Business Meeting Space | Business Phone | Private Conference Line | Business Fax | Business Support Services | IT Support Team
Process Electronic Payments | Provide Cost Accounting and Job Cost Analysis | Human Resource and Business Consultation | Profit and Loss Statement | Job and Contract Analysis Reporting | Projected Cash Flow | Franchise Reporting
Tax Preparation Services | Tax Planning | Sales & Use Tax | Gross Receipts Tax | Franchise Tax | Estimated Income Tax | Corporate & Business Taxes Guidance | Preparation/electronic filing of Income Tax Returns | Develop and Implement a Personal Filing System
Stop a Wage Garnishment or Bank Levy | Obtain Relief from a Spouse’s Tax Debt | Settle or Contest an Existing Tax Liability | Get Representation for a Tax Audit | File Back Tax Returns for Multiple Years | Re-negotiate a Monthly Payment Plan | Full IRS Representation | Insurance Audit Mediation | Release or Withdraw a Tax Lien | Reduce or Eliminate Tax Penalties | Enrolled Agent Representation with the IRS | State and Federal representation for Tax Delinquencies and Deficiencies | Minimize Liability from Unpaid Payroll Tax
Daily invoice processing | Payments to vendors with cost accounting applied | Electronic ACH payments throughout the USA | Work-In-Process Reporting | Payroll Services | Reconciliation of Bank Accounts | Direct ACH, EFT Deposits | Courier Services | Daily Bank Balance Reporting | Cash Flow Projection Reporting | Specialty Invoice Billing
ACH and Wire Receipts | Collections | Customer Reporting Status
Wealth and Estate Planning | Asset Management | Bill Payments | Income Collection | Management of taxable and tax-exempt income | Estate and Trust Account Management | Personal Banking and Reporting | Reviewing Wills | Planning for education and Retirement Needs | Business Succession Planning, Valuations and Buy-Sell Agreements | Preparation of Estate and Gift Tax Returns | Full Tax Reporting & Planning | Fiduciary Income Tax Returns | Developing Insurance and Gifting Strategies
Founded in 2001 by the CEO & President, Debbie Doherty; the Doherty & Associates brand has blossomed into a tax and financial services company with an experienced staff that has increased over the years to accommodate an expanded clientele ranging from start-up companies to over 45 million dollars in gross revenues per year. We manage numerous corporate accounting departments, including their daily account management and personalized services customized for each individual business.
Our firm has expanded over the years from general Bookkeeping services to adding full CFO services, Virtual CFO, IRS Representation, Tax preparation services and planning, Business Consulting and Personal Finance Management. We represent clients in the United States and around the globe.
Our key advantage to our clients is our one to one business relationship that commences on the very first day a client meets our firm. Instead of a packaged service plan, we customize our offerings to meet each client’s specific business needs from assisting basic payroll and other small business accounting services to taking care of the full CFO services. We also believe in a paperless office, which helps save you space and protects your privacy.
Debbie Doherty, the Founder of Doherty & Associates, Inc., leads by example with over 35 years of experience in Bookkeeping, all Tax related matters, representing clients at the IRS and by being the face of the company since the doors opened. Her hard work, thoughtful business direction and bottom line results have driven the firm’s success for over a decade. She is the reason Doherty & Associates ‘Brings peace of mind to your bottom line.’