To provide my clients unmatched customer service and the personal touch that is not often found in todays' financial services marketplace.
To help my clients focus on their area(s) of expertise rather than wasting their time, energy, and sometimes mental health, worrying about taxes and finances.
Take the time to make taxes and finance an educational process in terms people can understand.
We have a diverse backgrounds in Tax, Audit, Personal Financial Planning, Business Financial Planning, Managerial Accounting and overall Financial Management. Because of our experience we can offer a wide range of services to our clients including:
- Individual Income Tax Preparation
- Individual Income Tax Planning
- Personal Budgeting
- Personal Financial Planning
- Real Estate Analysis & Financial Impact
- Federal & State Tax Resolution Services (Offer in Compromise, Garnishment,Levy,Installment Agreement,Filing/Amendment of prior year returns)
- Accounting & Bookkeeping
- Business Income tax preparation (Corp, Partnership, LLC, Single Member LLC)
- Business Entity Selection and set-up
- Business Plans & Financial Forecasting
- Business Operations Analysis
- Cost and Expense Reduction Analysis
- Accounting System set-up and training
-Web Based Processing
-Unlimited Payrolls for a Single Flat Monthly Fee
-Direct Deposit or Paychecks
-Employee Account Access
-First Class Reporting
-Human Resources Advisor Tools
-Tax Settlement
-Audit Defense
-Tax Preparation
-Tax Consulting
-IRS and State Investigation
-Maximize Deductions
-Contribute to Retirement Accounts
-Plan for Estimated Taxes
-Leverage Tax Credits
-Optimize Business Expenses
-Review Filing Status
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